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 Q2	$1.04M	Buy	+45,113	New	+$1.05M	0.18%	53

Other funds holding IBDU

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Helen Stephens Group opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 45,113 shares worth $1.04M. The stake represents 0.18% of the portfolio and ranks #53 among its holdings.

196 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Helen Stephens Group held 45,113 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.04M as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Helen Stephens Group position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.18% of Helen Stephens Group's portfolio in Q2 2026, its #53 holding.
196 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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