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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
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
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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return