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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
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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 398% in Q2 2026, buying an estimated $875K and bringing the position to 43,335 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #51.

Helen Stephens Group first reported a position in IBDT in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Helen Stephens Group held 43,335 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.09M as of Q2 2026.
  • Helen Stephens Group bought 34,640 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $875K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.19% of Helen Stephens Group's portfolio in Q2 2026, its #51 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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