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Helen Stephens Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Helen Stephens Group’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$890K Sell
34,731
-13,451
-28% -$345K 0.15% 62
2026
Q1 		$1.23M Buy
48,182
+5,351
+12% +$137K 0.25% 44
2025
Q4 		$1.1M Buy
42,831
+8,001
+23% +$205K 0.23% 47
2025
Q3 		$894K Buy
+34,830
New +$893K 0.2% 49

Other funds holding IBMO

RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Helen Stephens Group reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 28% in Q2 2026, selling an estimated $345K and leaving 34,731 shares worth $890K. The position accounts for 0.15% of the portfolio, ranked #62.

Helen Stephens Group first reported a position in IBMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q1 2026. 87 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Helen Stephens Group held 34,731 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $890K as of Q2 2026.
  • Helen Stephens Group sold 13,451 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $345K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.15% of Helen Stephens Group's portfolio in Q2 2026, its #62 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.23M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.