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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Sell
44,351
-178
-0.4% -$4.51K 0.37% 31
2026
Q1 		$1.13M Sell
44,529
-1,627
-4% -$41.6K 0.41% 29
2025
Q4 		$1.17M Sell
46,156
-315
-0.7% -$8.01K 0.44% 26
2025
Q3 		$1.19M Sell
46,471
-7,935
-15% -$202K 0.5% 26
2025
Q2 		$1.37M Buy
54,406
+838
+2% +$20.9K 0.64% 25
2025
Q1 		$1.34M Hold
53,568
– – 0.68% 24
2024
Q4 		$1.34M Buy
+53,568
New +$1.35M 0.69% 24

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Envision Financial Planning reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.4% in Q2 2026, selling an estimated $4.51K and leaving 44,351 shares worth $1.13M. The position accounts for 0.37% of the portfolio, ranked #31.

Envision Financial Planning first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q2 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Envision Financial Planning held 44,351 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.13M as of Q2 2026.
  • Envision Financial Planning sold 178 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $4.51K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.37% of Envision Financial Planning's portfolio in Q2 2026, its #31 holding.
  • Envision Financial Planning first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Envision Financial Planning's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.37M in Q2 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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