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Helen Stephens Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Helen Stephens Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
45,194
+36,091
+396% +$873K 0.19% 50
2026
Q1 		$221K Buy
+9,103
New +$221K 0.04% 117

Other funds holding IBDS

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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 396% in Q2 2026, buying an estimated $873K and bringing the position to 45,194 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #50.

Helen Stephens Group first reported a position in IBDS in Q1 2026 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Helen Stephens Group held 45,194 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.09M as of Q2 2026.
  • Helen Stephens Group bought 36,091 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $873K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.19% of Helen Stephens Group's portfolio in Q2 2026, its #50 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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