Envision Financial Planning’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.06M	Sell	303,396 -3,198	-1%	-$74.8K	2.55%	15
2025 Q4	$7.18M	Sell	306,594 -285,464	-48%	-$6.69M	2.71%	15
2025 Q3	$13.9M	Buy	592,058 +80,049	+16%	+$1.87M	5.89%	8
2025 Q2	$11.9M	Buy	512,009 +15,683	+3%	+$362K	5.59%	8
2025 Q1	$11.5M	Buy	496,326 +11,691	+2%	+$268K	5.85%	8
2024 Q4	$11M	Buy	484,635 +11,710	+2%	+$270K	5.71%	8
2024 Q3	$11.1M	Buy	472,925 +15,834	+3%	+$367K	5.85%	8
2024 Q2	$10.4M	Buy	457,091 +16,939	+4%	+$382K	7.91%	5
2024 Q1	$10M	Buy	440,152 +27,450	+7%	+$626K	8.11%	5
2023 Q4	$9.52M	Buy	412,702 +15,647	+4%	+$347K	8.34%	4
2023 Q3	$8.7M	Buy	+397,055	New	+$8.83M	8.61%	2