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Envision Financial Planning’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Envision Financial Planning’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.37M Buy
54,406
+838
+2% +$21.1K 0.64% 25
2025
Q1 		$1.34M Hold
53,568
– – 0.68% 24
2024
Q4 		$1.34M Buy
+53,568
New +$1.34M 0.69% 24