Helen Stephens Group
IBDW icon

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
Q3 		$743K Buy
37,042
+4,987
+16% +$102K 0.12% 74
2026
Q2 		$668K Buy
+32,055
New +$669K 0.11% 78

Other funds holding IBDW

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 16% in Q3 2026, buying an estimated $102K and bringing the position to 37,042 shares worth $743K. The position accounts for 0.12% of the portfolio, ranked #74.

Helen Stephens Group first reported a position in IBDW in Q2 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Helen Stephens Group held 37,042 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $743K as of Q3 2026.
  • Helen Stephens Group bought 4,987 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $102K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.12% of Helen Stephens Group's portfolio in Q3 2026, its #74 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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