Helen Stephens Group
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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
Q3 		$639K Hold
26,556
– – 0.1% 76
2026
Q2 		$669K Buy
+26,556
New +$669K 0.11% 76

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Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
US Bancorp
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CL
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MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Helen Stephens Group held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q3 2026 at 26,556 shares worth $639K. The position accounts for 0.1% of the portfolio, ranked #76.

Helen Stephens Group first reported a position in IBDX in Q2 2026 and has held it in 2 quarters since. The position peaked at $669K in Q2 2026. 142 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • Helen Stephens Group held 26,556 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $639K as of Q3 2026.
  • Helen Stephens Group left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.1% of Helen Stephens Group's portfolio in Q3 2026, its #76 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • Helen Stephens Group's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $669K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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