HHM Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,700	Closed	-$93.2K	–	895
2025 Q2	$93.2K	Hold	3,700	–	–	0.01%	283
2025 Q1	$93.1K	Hold	3,700	–	–	0.01%	271
2024 Q4	$92.7K	Hold	3,700	–	–	0.01%	271
2024 Q3	$92.9K	Hold	3,700	–	–	0.01%	256
2024 Q2	$92K	Hold	3,700	–	–	0.01%	258
2024 Q1	$91.8K	Hold	3,700	–	–	0.02%	218
2023 Q4	$91.6K	Hold	3,700	–	–	0.02%	217
2023 Q3	$90.2K	Hold	3,700	–	–	0.02%	205
2023 Q2	$90.2K	Hold	3,700	–	–	0.02%	216
2023 Q1	$90.8K	Buy	+3,700	New	+$90.4K	0.02%	211

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

HHM Wealth Advisors's IBDQ Position: Q3 2025 in Review

HHM Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 3,700 shares — an estimated $93.2K sold.

HHM Wealth Advisors first reported a position in IBDQ in Q1 2023 and held it in 10 quarters. The position peaked at $93.2K in Q2 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

HHM Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 3,700 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $93.2K.
HHM Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 10 quarters.
HHM Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $93.2K in Q2 2025.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.