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Helen Stephens Group’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Helen Stephens Group’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Hold
11,292
– – 0.05% 109
2026
Q1 		$296K Hold
11,292
– – 0.06% 96
2025
Q4 		$300K Buy
11,292
+187
+2% +$4.97K 0.06% 91
2025
Q3 		$298K Buy
+11,105
New +$295K 0.07% 86

Other funds holding IBHJ

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

Helen Stephens Group held its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) position steady in Q2 2026 at 11,292 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #109.

Helen Stephens Group first reported a position in IBHJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $300K in Q4 2025. 21 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Helen Stephens Group held 11,292 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $299K as of Q2 2026.
  • Helen Stephens Group left its iShares iBonds 2030 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.05% of Helen Stephens Group's portfolio in Q2 2026, its #109 holding.
  • Helen Stephens Group first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $300K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held iShares iBonds 2030 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.