Vishria Bird Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.4M	Buy	+826,064	New	+$19.3M	3.8%	7

Other funds holding IBDU

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

ACA

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

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

CAI

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

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

CIA

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 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

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

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

Vishria Bird Financial Group opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2025: 826,064 shares worth $19.4M. The stake represents 3.8% of the portfolio and ranks #7 among its holdings.

321 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

Vishria Bird Financial Group held 826,064 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $19.4M as of Q3 2025.
iShares iBonds Dec 2029 Term Corporate ETF was a new Vishria Bird Financial Group position in Q3 2025.
iShares iBonds Dec 2029 Term Corporate ETF made up 3.8% of Vishria Bird Financial Group's portfolio in Q3 2025, its #7 holding.
321 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

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