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Ishares Tr ibonds dec 29 shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 45k 23.16

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Helen Stephens Group

Top funds holding Ishares Tr ibonds dec 29

Shufro Rose & Co
Bank of America Corporation
Morgan Stanley
Aptus Capital Advisors
Mercer Global Advisors
Capital Advisors
Capital Investment Advisors
UBS Group
Raymond James Financial
Hm Payson & Co
Lido Advisors
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
Golub Group

View all funds holding Ishares Tr ibonds dec 29