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Vishria Bird Financial Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Vishria Bird Financial Group’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.78M Buy
382,903
+366,807
+2,279% +$9.33M 1.92% 21
2025
Q2 		$406K Buy
+16,096
New +$402K 0.14% 64

Other funds holding IBMR

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

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

Vishria Bird Financial Group increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 2,279% in Q3 2025, buying an estimated $9.33M and bringing the position to 382,903 shares worth $9.78M. The position accounts for 1.92% of the portfolio, ranked #21.

Vishria Bird Financial Group first reported a position in IBMR in Q2 2025 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold IBMR as of Q3 2025.

  • Vishria Bird Financial Group held 382,903 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $9.78M as of Q3 2025.
  • Vishria Bird Financial Group bought 366,807 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2025, an estimated $9.33M.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 1.92% of Vishria Bird Financial Group's portfolio in Q3 2025, its #21 holding.
  • Vishria Bird Financial Group first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2025.

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