Envision Financial Planning’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4M	Buy	639,767 +28,311	+5%	+$598K	4.84%	10
2025 Q4	$12.9M	Sell	611,456 -234,446	-28%	-$4.97M	4.89%	10
2025 Q3	$18M	Buy	845,902 +122,079	+17%	+$2.57M	7.61%	4
2025 Q2	$15.2M	Buy	723,823 +25,857	+4%	+$534K	7.12%	4
2025 Q1	$14.5M	Buy	697,966 +16,503	+2%	+$339K	7.38%	4
2024 Q4	$13.9M	Buy	681,463 +21,074	+3%	+$436K	7.17%	5
2024 Q3	$14M	Buy	660,389 +24,582	+4%	+$512K	7.38%	4
2024 Q2	$12.9M	Buy	635,807 +33,362	+6%	+$673K	9.85%	3
2024 Q1	$12.3M	Buy	602,445 +45,034	+8%	+$921K	9.97%	3
2023 Q4	$11.6M	Buy	557,411 +115,357	+26%	+$2.27M	10.14%	3
2023 Q3	$8.57M	Buy	+442,054	New	+$8.8M	8.48%	3

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envision Financial Planning's IBDW Position: Q1 2026 in Review

Envision Financial Planning increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.6% in Q1 2026, buying an estimated $598K and bringing the position to 639,767 shares worth $13.4M. The position accounts for 4.84% of the portfolio, ranked #10.

Envision Financial Planning first reported a position in IBDW in Q3 2023 and has held it in 11 quarters since. The position peaked at $18M in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Envision Financial Planning held 639,767 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $13.4M as of Q1 2026.
Envision Financial Planning bought 28,311 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $598K.
iShares iBonds Dec 2031 Term Corporate ETF made up 4.84% of Envision Financial Planning's portfolio in Q1 2026, its #10 holding.
Envision Financial Planning first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Envision Financial Planning's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $18M in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.