Helen Stephens Group
IBDY icon

Helen Stephens Group’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Helen Stephens Group’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$636K Hold
25,972
– – 0.1% 77
2026
Q2 		$669K Buy
+25,972
New +$670K 0.11% 77

Other funds holding IBDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

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

Helen Stephens Group held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q3 2026 at 25,972 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #77.

Helen Stephens Group first reported a position in IBDY in Q2 2026 and has held it in 2 quarters since. The position peaked at $669K in Q2 2026. 106 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • Helen Stephens Group held 25,972 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $636K as of Q3 2026.
  • Helen Stephens Group left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.1% of Helen Stephens Group's portfolio in Q3 2026, its #77 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • Helen Stephens Group's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $669K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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