HHM Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$91.5K	Hold	3,775	–	–	0.01%	302
2026 Q1	$91.5K	Hold	3,775	–	–	0.01%	281
2025 Q4	$91.5K	Hold	3,775	–	–	0.01%	277
2025 Q3	$91.7K	Hold	3,775	–	–	0.01%	284
2025 Q2	$91.5K	Hold	3,775	–	–	0.01%	286
2025 Q1	$91.4K	Hold	3,775	–	–	0.01%	273
2024 Q4	$90.9K	Hold	3,775	–	–	0.01%	273
2024 Q3	$91.7K	Hold	3,775	–	–	0.01%	259
2024 Q2	$89.9K	Hold	3,775	–	–	0.01%	262
2024 Q1	$90K	Hold	3,775	–	–	0.01%	222
2023 Q4	$90.2K	Hold	3,775	–	–	0.02%	219
2023 Q3	$88.1K	Hold	3,775	–	–	0.02%	207
2023 Q2	$88.6K	Buy	+3,775	New	+$89.2K	0.02%	219

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

HHM Wealth Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 3,775 shares worth $91.5K. The position accounts for 0.01% of the portfolio, ranked #302.

HHM Wealth Advisors first reported a position in IBDR in Q2 2023 and has held it in 13 quarters since. The position peaked at $91.7K in Q3 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

HHM Wealth Advisors held 3,775 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $91.5K as of Q2 2026.
HHM Wealth Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #302 holding.
HHM Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
HHM Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $91.7K in Q3 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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