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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.07M	Buy	305,471 +2,075	+0.7%	+$48.1K	2.3%	17
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

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Envision Financial Planning's IBDU Position: Q2 2026 in Review

Envision Financial Planning increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.68% in Q2 2026, buying an estimated $48.1K and bringing the position to 305,471 shares worth $7.07M. The position accounts for 2.3% of the portfolio, ranked #17.

Envision Financial Planning first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.9M in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Envision Financial Planning held 305,471 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $7.07M as of Q2 2026.
Envision Financial Planning bought 2,075 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $48.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.3% of Envision Financial Planning's portfolio in Q2 2026, its #17 holding.
Envision Financial Planning first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Envision Financial Planning's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $13.9M in Q3 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.