Vishria Bird Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$66.5M	Buy	+2,604,008	New	+$66.2M	13.03%	1

Other funds holding IBDT

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

CAI

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Vishria Bird Financial Group opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2025: 2,604,008 shares worth $66.5M. The stake represents 13.03% of the portfolio and ranks #1 among its holdings.

379 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

Vishria Bird Financial Group held 2,604,008 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $66.5M as of Q3 2025.
iShares iBonds Dec 2028 Term Corporate ETF was a new Vishria Bird Financial Group position in Q3 2025.
iShares iBonds Dec 2028 Term Corporate ETF made up 13.03% of Vishria Bird Financial Group's portfolio in Q3 2025, its #1 holding.
379 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

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