Envision Financial Planning’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$566K	Sell	22,280 -968	-4%	-$24.6K	0.18%	38
2026 Q1	$591K	Sell	23,248 -200	-0.9%	-$5.09K	0.21%	37
2025 Q4	$595K	Hold	23,448	–	–	0.23%	36
2025 Q3	$597K	Sell	23,448 -40,886	-64%	-$1.04M	0.25%	35
2025 Q2	$1.63M	Sell	64,334 -7,064	-10%	-$178K	0.76%	23
2025 Q1	$1.8M	Sell	71,398 -1,799	-2%	-$45.4K	0.92%	22
2024 Q4	$1.84M	Buy	73,197 +1,412	+2%	+$35.7K	0.95%	21
2024 Q3	$1.83M	Buy	71,785 +959	+1%	+$24.2K	0.96%	21
2024 Q2	$1.77M	Buy	70,826 +6,176	+10%	+$154K	1.35%	18
2024 Q1	$1.63M	Sell	64,650 -26,162	-29%	-$661K	1.31%	18
2023 Q4	$2.31M	Buy	90,812 +4,270	+5%	+$106K	2.02%	15
2023 Q3	$2.12M	Buy	+86,542	New	+$2.15M	2.1%	16

Other funds holding IBMP

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envision Financial Planning reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 4.2% in Q2 2026, selling an estimated $24.6K and leaving 22,280 shares worth $566K. The position accounts for 0.18% of the portfolio, ranked #38.

Envision Financial Planning first reported a position in IBMP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.31M in Q4 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Envision Financial Planning held 22,280 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $566K as of Q2 2026.
Envision Financial Planning sold 968 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $24.6K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.18% of Envision Financial Planning's portfolio in Q2 2026, its #38 holding.
Envision Financial Planning first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envision Financial Planning's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $2.31M in Q4 2023.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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