Helen Stephens Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Helen Stephens Group’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.19M	Buy	48,103 +18,346	+62%	+$462K	0.19%	55
2026 Q2	$756K	Sell	29,757 -13,476	-31%	-$342K	0.13%	73
2026 Q1	$1.1M	Hold	43,233	–	–	0.22%	51
2025 Q4	$1.1M	Buy	43,233 +8,070	+23%	+$205K	0.23%	45
2025 Q3	$898K	Buy	+35,163	New	+$894K	0.2%	46

Other funds holding IBMR

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

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

PWM

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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Helen Stephens Group increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 62% in Q3 2026, buying an estimated $462K and bringing the position to 48,103 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #55.

Helen Stephens Group first reported a position in IBMR in Q3 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

Helen Stephens Group held 48,103 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.19M as of Q3 2026.
Helen Stephens Group bought 18,346 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $462K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.19% of Helen Stephens Group's portfolio in Q3 2026, its #55 holding.
Helen Stephens Group first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

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