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Vishria Bird Financial Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Vishria Bird Financial Group’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$29.3M Buy
1,144,685
+1,128,756
+7,086% +$28.9M 5.76% 3
2025
Q2 		$405K Buy
+15,929
New +$401K 0.13% 65

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Vishria Bird Financial Group increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 7,086% in Q3 2025, buying an estimated $28.9M and bringing the position to 1,144,685 shares worth $29.3M. The position accounts for 5.76% of the portfolio, ranked #3.

Vishria Bird Financial Group first reported a position in IBMQ in Q2 2025 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IBMQ as of Q3 2025.

  • Vishria Bird Financial Group held 1,144,685 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $29.3M as of Q3 2025.
  • Vishria Bird Financial Group bought 1,128,756 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2025, an estimated $28.9M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 5.76% of Vishria Bird Financial Group's portfolio in Q3 2025, its #3 holding.
  • Vishria Bird Financial Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2025.

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