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Vishria Bird Financial Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Vishria Bird Financial Group’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.92M Buy
232,359
+216,455
+1,361% +$5.51M 1.16% 27
2025
Q2 		$403K Buy
+15,904
New +$401K 0.13% 66

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Vishria Bird Financial Group increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1,361% in Q3 2025, buying an estimated $5.51M and bringing the position to 232,359 shares worth $5.92M. The position accounts for 1.16% of the portfolio, ranked #27.

Vishria Bird Financial Group first reported a position in IBMP in Q2 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold IBMP as of Q3 2025.

  • Vishria Bird Financial Group held 232,359 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $5.92M as of Q3 2025.
  • Vishria Bird Financial Group bought 216,455 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2025, an estimated $5.51M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 1.16% of Vishria Bird Financial Group's portfolio in Q3 2025, its #27 holding.
  • Vishria Bird Financial Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2025.

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