Envision Financial Planning, LLC
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1964460
MEMPHIS, TN
All Filings in IBDW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $13,390,323 | 639,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBDW | $12,932,294 | 611,456 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBDW | $17,950,040 | 845,902 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBDW | $15,229,235 | 723,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBDW | $14,482,794 | 697,966 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IBDW | $13,867,772 | 681,463 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 IBDW | $14,013,454 | 660,389 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 IBDW | $12,900,524 | 635,807 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 IBDW | $12,344,098 | 602,445 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 IBDW | $11,577,426 | 557,411 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 IBDW | $8,569,216 | 442,054 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||