Envision Financial Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Envision Financial Planning’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Hold
2024 Q2	–	Hold
2024 Q1	–	Sell
2023 Q4	$256K	Sell
2023 Q3	$8.26M	Buy