Helen Stephens Group
IBMP icon

Helen Stephens Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Helen Stephens Group’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.35M Buy
53,351
+18,300
+52% +$464K 0.21% 48
2026
Q2 		$891K Sell
35,051
-13,536
-28% -$344K 0.15% 61
2026
Q1 		$1.24M Buy
48,587
+5,378
+12% +$137K 0.25% 43
2025
Q4 		$1.1M Buy
43,209
+8,083
+23% +$205K 0.23% 48
2025
Q3 		$895K Buy
+35,126
New +$894K 0.2% 48

Other funds holding IBMP

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 52% in Q3 2026, buying an estimated $464K and bringing the position to 53,351 shares worth $1.35M. The position accounts for 0.21% of the portfolio, ranked #48.

Helen Stephens Group first reported a position in IBMP in Q3 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Helen Stephens Group held 53,351 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.35M as of Q3 2026.
  • Helen Stephens Group bought 18,300 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $464K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.21% of Helen Stephens Group's portfolio in Q3 2026, its #48 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

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