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Helen Stephens Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Helen Stephens Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Buy
20,355
+11,245
+123% +$272K 0.08% 91
2026
Q1 		$221K Buy
+9,110
New +$221K 0.04% 116

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Helen Stephens Group's IBDR Position: Q2 2026 in Review

Helen Stephens Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 123% in Q2 2026, buying an estimated $272K and bringing the position to 20,355 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #91.

Helen Stephens Group first reported a position in IBDR in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Helen Stephens Group held 20,355 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $493K as of Q2 2026.
  • Helen Stephens Group bought 11,245 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $272K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of Helen Stephens Group's portfolio in Q2 2026, its #91 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.