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Envision Financial Planning’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Envision Financial Planning’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.7M Buy
838,607
+49,816
+6% +$1.3M 7.84% 3
2025
Q4 		$20.6M Buy
788,791
+696
+0.1% +$18.2K 7.8% 3
2025
Q3 		$20.7M Buy
788,095
+110,499
+16% +$2.87M 8.77% 2
2025
Q2 		$17.6M Buy
677,596
+26,925
+4% +$683K 8.21% 2
2025
Q1 		$16.6M Buy
650,671
+16,389
+3% +$414K 8.48% 2
2024
Q4 		$15.9M Buy
634,282
+18,121
+3% +$464K 8.23% 2
2024
Q3 		$16.3M Buy
616,161
+18,659
+3% +$483K 8.56% 2
2024
Q2 		$15.1M Buy
597,502
+22,339
+4% +$559K 11.5% 2
2024
Q1 		$14.7M Buy
575,163
+38,792
+7% +$986K 11.83% 2
2023
Q4 		$13.9M Buy
536,371
+285,699
+114% +$6.98M 12.14% 2
2023
Q3 		$6.01M Buy
+250,672
New +$6.19M 5.95% 8

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envision Financial Planning increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 6.3% in Q1 2026, buying an estimated $1.3M and bringing the position to 838,607 shares worth $21.7M. The position accounts for 7.84% of the portfolio, ranked #3.

Envision Financial Planning first reported a position in IBDY in Q3 2023 and has held it in 11 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Envision Financial Planning held 838,607 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $21.7M as of Q1 2026.
  • Envision Financial Planning bought 49,816 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $1.3M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 7.84% of Envision Financial Planning's portfolio in Q1 2026, its #3 holding.
  • Envision Financial Planning first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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