Helen Stephens Group
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Helen Stephens Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Helen Stephens Group’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.23M Buy
49,434
+6,099
+14% +$153K 0.2% 53
2026
Q2 		$1.09M Buy
43,335
+34,640
+398% +$875K 0.19% 51
2026
Q1 		$220K Buy
+8,695
New +$221K 0.04% 118

Other funds holding IBDT

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Helen Stephens Group's IBDT Position: Q3 2026 in Review

Helen Stephens Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 14% in Q3 2026, buying an estimated $153K and bringing the position to 49,434 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #53.

Helen Stephens Group first reported a position in IBDT in Q1 2026 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Helen Stephens Group held 49,434 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.23M as of Q3 2026.
  • Helen Stephens Group bought 6,099 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $153K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.2% of Helen Stephens Group's portfolio in Q3 2026, its #53 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.