Helen Stephens Group’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$964K	Buy	43,678 +16,876	+63%	+$373K	0.16%	56
2026 Q1	$593K	Buy	26,802 +6,351	+31%	+$141K	0.12%	73
2025 Q4	$456K	Buy	20,451 +5,134	+34%	+$115K	0.1%	73
2025 Q3	$344K	Buy	+15,317	New	+$344K	0.08%	80

Other funds holding IBHG

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 63% in Q2 2026, buying an estimated $373K and bringing the position to 43,678 shares worth $964K. The position accounts for 0.16% of the portfolio, ranked #56.

Helen Stephens Group first reported a position in IBHG in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Helen Stephens Group held 43,678 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $964K as of Q2 2026.
Helen Stephens Group bought 16,876 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $373K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.16% of Helen Stephens Group's portfolio in Q2 2026, its #56 holding.
Helen Stephens Group first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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