Helen Stephens Group’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$879K	Buy	37,415 +15,872	+74%	+$373K	0.15%	65
2026 Q1	$506K	Buy	21,543 +2,141	+11%	+$50.6K	0.1%	78
2025 Q4	$459K	Buy	19,402 +4,843	+33%	+$115K	0.1%	72
2025 Q3	$347K	Buy	+14,559	New	+$345K	0.08%	78

Other funds holding IBHH

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

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

SPWM

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

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

KPWS

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

CFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIM

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 74% in Q2 2026, buying an estimated $373K and bringing the position to 37,415 shares worth $879K. The position accounts for 0.15% of the portfolio, ranked #65.

Helen Stephens Group first reported a position in IBHH in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

Helen Stephens Group held 37,415 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $879K as of Q2 2026.
Helen Stephens Group bought 15,872 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $373K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.15% of Helen Stephens Group's portfolio in Q2 2026, its #65 holding.
Helen Stephens Group first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held iShares iBonds 2028 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.