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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
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

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

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

Helen Stephens Group reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 31% in Q2 2026, selling an estimated $342K and leaving 29,757 shares worth $756K. The position accounts for 0.13% of the portfolio, ranked #73.

Helen Stephens Group first reported a position in IBMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2025. 70 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Helen Stephens Group held 29,757 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $756K as of Q2 2026.
  • Helen Stephens Group sold 13,476 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $342K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.13% of Helen Stephens Group's portfolio in Q2 2026, its #73 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 4 quarters since.
  • Helen Stephens Group's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.1M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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