HSG
IBHK

Helen Stephens Group’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Helen Stephens Group’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Hold
11,586
– – 0.05% 110
2026
Q1 		$295K Hold
11,586
– – 0.06% 97
2025
Q4 		$299K Buy
11,586
+192
+2% +$4.96K 0.06% 92
2025
Q3 		$297K Buy
+11,394
New +$295K 0.07% 87

Other funds holding IBHK

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Helen Stephens Group held its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) position steady in Q2 2026 at 11,586 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #110.

Helen Stephens Group first reported a position in IBHK in Q3 2025 and has held it in 4 quarters since. The position peaked at $299K in Q4 2025. 9 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Helen Stephens Group held 11,586 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $299K as of Q2 2026.
  • Helen Stephens Group left its iShares iBonds 2031 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF made up 0.05% of Helen Stephens Group's portfolio in Q2 2026, its #110 holding.
  • Helen Stephens Group first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $299K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares iBonds 2031 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.