Vishria Bird Financial Group’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Vishria Bird Financial Group’s Portfolio IBMT Stock Details IBMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.6M	Buy	+408,263	New	+$10.5M	2.07%	18

Other funds holding IBMT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $501M AUM 16.23% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Vishria Bird Financial Group opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q3 2025: 408,263 shares worth $10.6M. The stake represents 2.07% of the portfolio and ranks #18 among its holdings.

24 funds tracked by Wall St. Rank hold IBMT as of Q3 2025.

Vishria Bird Financial Group held 408,263 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $10.6M as of Q3 2025.
iShares iBonds Dec 2031 Term Muni Bond ETF was a new Vishria Bird Financial Group position in Q3 2025.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 2.07% of Vishria Bird Financial Group's portfolio in Q3 2025, its #18 holding.
24 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q3 2025.

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