HHM Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

HHM Wealth Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,732	Closed	-$85.5K	–	926
2026 Q1	$85.5K	Buy	+3,732	New	+$86K	0.01%	295
2024 Q3	–	Sell	-545	Closed	-$12.3K	–	801
2024 Q2	$12.3K	Buy	+545	New	+$12.2K	﹤0.01%	525
2023 Q4	–	Sell	-1,092	Closed	-$24.1K	–	774
2023 Q3	$24.1K	Hold	1,092	–	–	﹤0.01%	378
2023 Q2	$25K	Buy	+1,092	New	+$25.3K	﹤0.01%	389
2020 Q4	–	Sell	-661	Closed	-$18K	–	548
2020 Q3	$18K	Buy	+661	New	+$18.5K	0.01%	323

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

HHM Wealth Advisors's GOVT Position: Q2 2026 in Review

HHM Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 3,732 shares — an estimated $85.5K sold.

HHM Wealth Advisors first reported a position in GOVT in Q3 2020 and held it in 5 quarters. The position peaked at $85.5K in Q1 2026. 311 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

HHM Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
HHM Wealth Advisors sold 3,732 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $85.5K.
HHM Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2020 and held it in 5 quarters.
HHM Wealth Advisors's iShares US Treasury Bond ETF position peaked at $85.5K in Q1 2026.
311 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.