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 Q3	$1.25M	Buy	49,696 +18,261	+58%	+$465K	0.2%	51
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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 58% in Q3 2026, buying an estimated $465K and bringing the position to 49,696 shares worth $1.25M. The position accounts for 0.2% of the portfolio, ranked #51.

Helen Stephens Group first reported a position in IBMQ in Q3 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Helen Stephens Group held 49,696 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.25M as of Q3 2026.
Helen Stephens Group bought 18,261 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $465K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.2% of Helen Stephens Group's portfolio in Q3 2026, its #51 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 5 quarters since.
129 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

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