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Ishares Ibonds Dec 2029 Muni Etf shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 47k 25.53
2025-06-30 $1.4M 54k 25.23
2025-03-31 $1.3M 54k 25.04
2024-12-31 $1.3M 54k 24.98

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Conservative E SHS (CGCV)

View all positions for Envision Financial Planning

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Mercer Global Advisors
HighTower Advisors
Vishria Bird Financial Group
Us Bancorp
Wells Fargo & Company
UBS Group
Kathmere Capital Management
Spreng Capital Management
LBMC Investment Advisors
Raymond James Financial
LPL Financial
Praetorian Wealth Management
Summit Financial
CliftonLarsonAllen Wealth Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf