Vishria Bird Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Vishria Bird Financial Group’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.95M	Buy	+408,784	New	+$9.91M	1.95%	20

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Vishria Bird Financial Group opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2025: 408,784 shares worth $9.95M. The stake represents 1.95% of the portfolio and ranks #20 among its holdings.

378 funds tracked by Wall St. Rank hold IBDS as of Q3 2025.

Vishria Bird Financial Group held 408,784 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $9.95M as of Q3 2025.
iShares iBonds Dec 2027 Term Corporate ETF was a new Vishria Bird Financial Group position in Q3 2025.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.95% of Vishria Bird Financial Group's portfolio in Q3 2025, its #20 holding.
378 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2025.

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