Helen Stephens Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Helen Stephens Group’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$668K	Buy	+32,055	New	+$669K	0.11%	78

Other funds holding IBDW

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

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 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

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

Helen Stephens Group opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 32,055 shares worth $668K. The stake represents 0.11% of the portfolio and ranks #78 among its holdings.

153 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Helen Stephens Group held 32,055 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $668K as of Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Helen Stephens Group position in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.11% of Helen Stephens Group's portfolio in Q2 2026, its #78 holding.
153 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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