Helen Stephens Group’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$502K	Sell	19,473 -23,300	-54%	-$600K	0.09%	89
2026 Q1	$1.1M	Hold	42,773	–	–	0.22%	50
2025 Q4	$1.11M	Buy	42,773 +7,908	+23%	+$205K	0.23%	43
2025 Q3	$902K	Buy	+34,865	New	+$893K	0.2%	44

Other funds holding IBMT

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

Helen Stephens Group reduced its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 54% in Q2 2026, selling an estimated $600K and leaving 19,473 shares worth $502K. The position accounts for 0.09% of the portfolio, ranked #89.

Helen Stephens Group first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2025. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

Helen Stephens Group held 19,473 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $502K as of Q2 2026.
Helen Stephens Group sold 23,300 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $600K.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.09% of Helen Stephens Group's portfolio in Q2 2026, its #89 holding.
Helen Stephens Group first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
Helen Stephens Group's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $1.11M in Q4 2025.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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