HWA
IBDP

HHM Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

HHM Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,700
Closed -$93.3K – 1047
2024
Q3 		$93.3K Hold
3,700
– – 0.01% 254
2024
Q2 		$93K Hold
3,700
– – 0.01% 257
2024
Q1 		$92.7K Hold
3,700
– – 0.02% 217
2023
Q4 		$92.2K Hold
3,700
– – 0.02% 215
2023
Q3 		$91.5K Hold
3,700
– – 0.02% 202
2023
Q2 		$91.1K Hold
3,700
– – 0.02% 213
2023
Q1 		$91K Buy
+3,700
New +$90.8K 0.02% 208

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HHM Wealth Advisors's IBDP Position: Q4 2024 in Review

HHM Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 3,700 shares — an estimated $93.3K sold.

HHM Wealth Advisors first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $93.3K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • HHM Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 3,700 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $93.3K.
  • HHM Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • HHM Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $93.3K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.