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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
Q2 		$19M Sell
737,993
-100,614
-12% -$2.59M 6.18% 6
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 $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Envision Financial Planning reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 12% in Q2 2026, selling an estimated $2.59M and leaving 737,993 shares worth $19M. The position accounts for 6.18% of the portfolio, ranked #6.

Envision Financial Planning first reported a position in IBDY in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.7M in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Envision Financial Planning held 737,993 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $19M as of Q2 2026.
  • Envision Financial Planning sold 100,614 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $2.59M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 6.18% of Envision Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Envision Financial Planning first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • Envision Financial Planning's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $21.7M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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