Helen Stephens Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$669K	Buy	+26,556	New	+$669K	0.11%	76

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Helen Stephens Group opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 26,556 shares worth $669K. The stake represents 0.11% of the portfolio and ranks #76 among its holdings.

229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Helen Stephens Group held 26,556 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $669K as of Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF was a new Helen Stephens Group position in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.11% of Helen Stephens Group's portfolio in Q2 2026, its #76 holding.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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