HSG
IBMS

Helen Stephens Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Helen Stephens Group’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$757K Sell
29,272
-13,149
-31% -$340K 0.13% 72
2026
Q1 		$1.1M Hold
42,421
– – 0.22% 52
2025
Q4 		$1.11M Buy
42,421
+7,884
+23% +$205K 0.23% 44
2025
Q3 		$901K Buy
+34,537
New +$894K 0.2% 45

Other funds holding IBMS

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

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

Helen Stephens Group reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 31% in Q2 2026, selling an estimated $340K and leaving 29,272 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #72.

Helen Stephens Group first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2025. 51 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Helen Stephens Group held 29,272 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $757K as of Q2 2026.
  • Helen Stephens Group sold 13,149 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $340K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.13% of Helen Stephens Group's portfolio in Q2 2026, its #72 holding.
  • Helen Stephens Group first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $1.11M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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