Helen Stephens Group
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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
Q3 		$1.4M Buy
54,780
+20,049
+58% +$514K 0.22% 46
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

Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 58% in Q3 2026, buying an estimated $514K and bringing the position to 54,780 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #46.

Helen Stephens Group first reported a position in IBMO in Q3 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • Helen Stephens Group held 54,780 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.4M as of Q3 2026.
  • Helen Stephens Group bought 20,049 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2026, an estimated $514K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.22% of Helen Stephens Group's portfolio in Q3 2026, its #46 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 5 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

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