HSG
IBDZ

Helen Stephens Group’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Helen Stephens Group’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$670K Buy
+25,708
New +$669K 0.11% 75

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

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

Helen Stephens Group opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026: 25,708 shares worth $670K. The stake represents 0.11% of the portfolio and ranks #75 among its holdings.

57 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Helen Stephens Group held 25,708 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $670K as of Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new Helen Stephens Group position in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.11% of Helen Stephens Group's portfolio in Q2 2026, its #75 holding.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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