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Vishria Bird Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Vishria Bird Financial Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.11M Buy
+86,973
New +$2.11M 0.41% 33

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vishria Bird Financial Group's IBDR Position: Q3 2025 in Review

Vishria Bird Financial Group opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025: 86,973 shares worth $2.11M. The stake represents 0.41% of the portfolio and ranks #33 among its holdings.

402 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

  • Vishria Bird Financial Group held 86,973 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.11M as of Q3 2025.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Vishria Bird Financial Group position in Q3 2025.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.41% of Vishria Bird Financial Group's portfolio in Q3 2025, its #33 holding.
  • 402 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.