Helen Stephens Group
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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
Q3 		– Sell
-11,292
Closed -$299K – 139
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

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Helen Stephens Group's IBHJ Position: Q3 2026 in Review

Helen Stephens Group sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q3 2026, closing a stake of 11,292 shares — an estimated $299K sold.

Helen Stephens Group first reported a position in IBHJ in Q3 2025 and held it in 4 quarters. The position peaked at $300K in Q4 2025. 32 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

  • Helen Stephens Group reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q3 2026 after selling out during the quarter.
  • Helen Stephens Group sold 11,292 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $299K.
  • Helen Stephens Group first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and held it in 4 quarters.
  • Helen Stephens Group's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $300K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.