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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
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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return