EFP
IBMN

Envision Financial Planning’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Envision Financial Planning’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-55,009
Closed -$1.46M – 32
2023
Q4 		$1.46M Buy
55,009
+3,848
+8% +$101K 1.28% 20
2023
Q3 		$1.33M Buy
+51,161
New +$1.34M 1.32% 20

Other funds holding IBMN

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envision Financial Planning's IBMN Position: Q1 2024 in Review

Envision Financial Planning sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2024, closing a stake of 55,009 shares — an estimated $1.46M sold.

Envision Financial Planning first reported a position in IBMN in Q3 2023 and held it in 2 quarters. The position peaked at $1.46M in Q4 2023. 151 funds tracked by Wall St. Rank hold IBMN as of Q1 2024.

  • Envision Financial Planning reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Envision Financial Planning sold 55,009 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2024, an estimated $1.46M.
  • Envision Financial Planning first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2023 and held it in 2 quarters.
  • Envision Financial Planning's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.46M in Q4 2023.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2024.

Based on Envision Financial Planning's 13F filing for Q1 2024, filed 30 Apr 2024.