Helen Stephens Group’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$780K	Buy	33,329 +15,976	+92%	+$374K	0.13%	70
2026 Q1	$404K	Hold	17,353	–	–	0.08%	84
2025 Q4	$410K	Buy	17,353 +4,861	+39%	+$115K	0.09%	78
2025 Q3	$298K	Buy	+12,492	New	+$295K	0.07%	85

Other funds holding IBHI

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

LFS

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

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

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

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

FWTB

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

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

Helen Stephens Group increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 92% in Q2 2026, buying an estimated $374K and bringing the position to 33,329 shares worth $780K. The position accounts for 0.13% of the portfolio, ranked #70.

Helen Stephens Group first reported a position in IBHI in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Helen Stephens Group held 33,329 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $780K as of Q2 2026.
Helen Stephens Group bought 15,976 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $374K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.13% of Helen Stephens Group's portfolio in Q2 2026, its #70 holding.
Helen Stephens Group first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
38 funds tracked by Wall St. Rank held iShares iBonds 2029 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.