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Ishares Tr shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Ishares Tr (IBMT) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in Ishares Tr

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All positions including Ishares Tr 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 by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $903k 35k 25.89

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (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)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Helen Stephens Group

Top funds holding Ishares Tr

Vishria Bird Financial Group
Jane Street
Quantum Financial Advisors
Helen Stephens Group
Leavell Investment Management
CliftonLarsonAllen Wealth Advisors
Massmutual Trust
Union Bankshares
Raymond James Financial
LBMC Investment Advisors
Hills Bank And Trust Company
Coldstream Capital Management
IFP Advisors
Rossmore Private Capital
Crews Bank & Trust

View all funds holding Ishares Tr