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Vishria Bird Financial Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Vishria Bird Financial Group’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$19.4M Buy
+877,222
New +$19.3M 3.81% 6

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 IBDV Position: Q3 2025 in Review

Vishria Bird Financial Group opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2025: 877,222 shares worth $19.4M. The stake represents 3.81% of the portfolio and ranks #6 among its holdings.

268 funds tracked by Wall St. Rank hold IBDV as of Q3 2025.

  • Vishria Bird Financial Group held 877,222 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $19.4M as of Q3 2025.
  • iShares iBonds Dec 2030 Term Corporate ETF was a new Vishria Bird Financial Group position in Q3 2025.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 3.81% of Vishria Bird Financial Group's portfolio in Q3 2025, its #6 holding.
  • 268 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2025.

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