Envision Financial Planning’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Buy	48,131 +3,338	+7%	+$85.2K	0.4%	29
2026 Q1	$1.14M	Buy	44,793 +862	+2%	+$22.1K	0.41%	28
2025 Q4	$1.12M	Buy	43,931 +279	+0.6%	+$7.13K	0.42%	28
2025 Q3	$1.12M	Sell	43,652 -40,830	-48%	-$1.04M	0.47%	29
2025 Q2	$2.15M	Sell	84,482 -5,415	-6%	-$136K	1%	20
2025 Q1	$2.27M	Sell	89,897 -4,305	-5%	-$109K	1.16%	20
2024 Q4	$2.37M	Sell	94,202 -40,710	-30%	-$1.03M	1.23%	20
2024 Q3	$3.46M	Sell	134,912 -1,630	-1%	-$41.3K	1.82%	17
2024 Q2	$3.42M	Buy	136,542 +10,262	+8%	+$257K	2.61%	14
2024 Q1	$3.19M	Buy	126,280 +11,720	+10%	+$298K	2.58%	14
2023 Q4	$2.93M	Buy	114,560 +4,202	+4%	+$104K	2.57%	13
2023 Q3	$2.69M	Buy	+110,358	New	+$2.75M	2.67%	14

Other funds holding IBMQ

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Envision Financial Planning increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 7.5% in Q2 2026, buying an estimated $85.2K and bringing the position to 48,131 shares worth $1.23M. The position accounts for 0.4% of the portfolio, ranked #29.

Envision Financial Planning first reported a position in IBMQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.46M in Q3 2024. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Envision Financial Planning held 48,131 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.23M as of Q2 2026.
Envision Financial Planning bought 3,338 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $85.2K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.4% of Envision Financial Planning's portfolio in Q2 2026, its #29 holding.
Envision Financial Planning first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envision Financial Planning's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $3.46M in Q3 2024.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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