Venture Visionary Partners LLC IBDU — ISHARES TR

Ownership history in Venture Visionary Partners LLC  ·  13 quarters on record

AI Ownership Summary

Venture Visionary Partners LLC reported ISHARES TR (IBDU) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.85% in 2024 Q4. The latest visible filing shows IBDU at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Venture Visionary Partners LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBDU was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDU stock page Venture Visionary Partners LLC fund profile Venture Visionary Partners LLC full holdings
How Venture Visionary Partners LLC held IBDU — position size vs. price
% of Fund (quarterly)    IBDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,351,617 +57,299 +4.4% 1.04% $31.8M 2026-02-14 (Est.) $23.34
2025 Q3 REDUCED 15.0% +1.4% ❌ 1,294,318 -229,098 -15.0% 1.04% $30.4M 2025-10-06 $22.88
2025 Q2 ADDED — — — 1,523,416 +164,023 +12.1% 1.33% $35.5M 2025-07-17 $22.41
2025 Q1 REDUCED 50.1% +2.1% ❌ 1,359,393 -1,364,009 -50.1% 1.32% $31.4M 2025-05-14 $22.00
2024 Q4 ADDED — — — 2,723,402 +1,481,679 +119.3% 1.85% $62.1M 2025-02-12 $21.58
2024 Q3 ADDED — — — 1,241,723 +198,563 +19.0% 1.27% $29.2M 2024-10-21 $21.58
2024 Q2 ADDED — — — 1,043,160 +76,206 +7.9% 1.09% $23.6M 2024-08-13 $21.49
2024 Q1 ADDED — — — 966,954 +315,347 +48.4% 1.05% $22.1M 2024-05-13 $20.58
2023 Q4 ADDED — — — 651,607 +309,892 +90.7% 0.81% $15.0M 2024-01-24 $20.53
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBDU

As of 2026 Q1 — sorted by position size

THREADGILL FINANCIAL, LLC 3Y 6.24% Windsor Capital Management, LLC 3Y 7Y 3.56% ARCADIA INVESTMENT ADVISORS LLC 3.53% InvesTrust 2.67% MEMBERS WEALTH LLC 2.56% LITTLEJOHN FINANCIAL SERVICES, INC. 2.52% Wilkins Miller Wealth Management, LLC 2.48% Breachway Investments LLC 2.34% Ironwood Financial, llc 3Y 7Y 2.27% Signature Wealth Management Group 3Y 7Y 2.17%

FAQ About Venture Visionary Partners LLC and IBDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Venture Visionary Partners LLC reported owning IBDU?

Venture Visionary Partners LLC reported IBDU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBDU position in Venture Visionary Partners LLC's portfolio?

The largest reported portfolio weight for IBDU was 1.85% in 2024 Q4.

What is the latest reported IBDU position on this page?

The most recent filing on this page is 2025 Q4, when Venture Visionary Partners LLC reported 1,351,617 shares, equal to 1.04% of portfolio, with an estimated market value of $31.8M.

What does the chart on this IBDU ownership page compare?

The chart compares Venture Visionary Partners LLC's quarterly IBDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Venture Visionary Partners LLC time their IBDU position?

Based on 13F filing dates vs. subsequent IBDU price moves, Venture Visionary Partners LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on IBDU relative to SPY over the holding period was -13.3%.

← Back to Venture Visionary Partners LLC Holdings