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 Q3	$924K	Buy	37,463 +17,990	+92%	+$457K	0.15%	66
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 $582M AUM 12.38% 1-Year Est. Return

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

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

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

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 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

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

Helen Stephens Group increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 92% in Q3 2026, buying an estimated $457K and bringing the position to 37,463 shares worth $924K. The position accounts for 0.15% of the portfolio, ranked #66.

Helen Stephens Group first reported a position in IBMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2025. 36 funds tracked by Wall St. Rank hold IBMT as of Q3 2026.

Helen Stephens Group held 37,463 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $924K as of Q3 2026.
Helen Stephens Group bought 17,990 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q3 2026, an estimated $457K.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.15% of Helen Stephens Group's portfolio in Q3 2026, its #66 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 5 quarters since.
Helen Stephens Group's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $1.11M in Q4 2025.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q3 2026.

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