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Helen Stephens Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Helen Stephens Group’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$804K Sell
31,435
-13,419
-30% -$342K 0.14% 68
2026
Q1 		$1.15M Buy
44,854
+1,894
+4% +$48.6K 0.23% 47
2025
Q4 		$1.1M Buy
42,960
+8,031
+23% +$205K 0.23% 46
2025
Q3 		$896K Buy
+34,929
New +$893K 0.2% 47

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Helen Stephens Group reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 30% in Q2 2026, selling an estimated $342K and leaving 31,435 shares worth $804K. The position accounts for 0.14% of the portfolio, ranked #68.

Helen Stephens Group first reported a position in IBMQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q1 2026. 97 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Helen Stephens Group held 31,435 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $804K as of Q2 2026.
  • Helen Stephens Group sold 13,419 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $342K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.14% of Helen Stephens Group's portfolio in Q2 2026, its #68 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.15M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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