HHM Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,570	Closed	-$90.5K	–	829
2023 Q3	$90.5K	Hold	3,570	–	–	0.02%	204
2023 Q2	$90.3K	Buy	+3,570	New	+$90K	0.02%	215

Other funds holding IBDO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

HHM Wealth Advisors's IBDO Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 3,570 shares — an estimated $90.5K sold.

HHM Wealth Advisors first reported a position in IBDO in Q2 2023 and held it in 2 quarters. The position peaked at $90.5K in Q3 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

HHM Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 3,570 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $90.5K.
HHM Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
HHM Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $90.5K in Q3 2023.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.