Helen Stephens Group
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Helen Stephens Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Helen Stephens Group’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.18M Buy
51,814
+6,701
+15% +$154K 0.19% 57
2026
Q2 		$1.04M Buy
+45,113
New +$1.05M 0.18% 53

Other funds holding IBDU

Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 15% in Q3 2026, buying an estimated $154K and bringing the position to 51,814 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #57.

Helen Stephens Group first reported a position in IBDU in Q2 2026 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Helen Stephens Group held 51,814 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.18M as of Q3 2026.
  • Helen Stephens Group bought 6,701 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $154K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.19% of Helen Stephens Group's portfolio in Q3 2026, its #57 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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