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 Q2	$669K	Buy	+25,972	New	+$670K	0.11%	77

Other funds holding IBDY

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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

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

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Commonwealth Equity Services

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

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

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

Helen Stephens Group opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 25,972 shares worth $669K. The stake represents 0.11% of the portfolio and ranks #77 among its holdings.

80 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Helen Stephens Group held 25,972 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $669K as of Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF was a new Helen Stephens Group position in Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.11% of Helen Stephens Group's portfolio in Q2 2026, its #77 holding.
80 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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