VBFG
IBMS

Vishria Bird Financial Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Vishria Bird Financial Group’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$10.4M Buy
399,566
+383,687
+2,416% +$9.93M 2.04% 19
2025
Q2 		$407K Buy
+15,879
New +$402K 0.14% 62

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Vishria Bird Financial Group increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 2,416% in Q3 2025, buying an estimated $9.93M and bringing the position to 399,566 shares worth $10.4M. The position accounts for 2.04% of the portfolio, ranked #19.

Vishria Bird Financial Group first reported a position in IBMS in Q2 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold IBMS as of Q3 2025.

  • Vishria Bird Financial Group held 399,566 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $10.4M as of Q3 2025.
  • Vishria Bird Financial Group bought 383,687 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2025, an estimated $9.93M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 2.04% of Vishria Bird Financial Group's portfolio in Q3 2025, its #19 holding.
  • Vishria Bird Financial Group first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2025.

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