HHM Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90.8K	Hold	3,750	–	–	0.01%	304
2026 Q1	$90.9K	Hold	3,750	–	–	0.01%	285
2025 Q4	$91K	Hold	3,750	–	–	0.01%	279
2025 Q3	$91.3K	Hold	3,750	–	–	0.01%	285
2025 Q2	$91K	Hold	3,750	–	–	0.01%	288
2025 Q1	$90.7K	Hold	3,750	–	–	0.01%	275
2024 Q4	$89.8K	Buy	+3,750	New	+$90.3K	0.01%	276

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

HHM Wealth Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 3,750 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #304.

HHM Wealth Advisors first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.3K in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

HHM Wealth Advisors held 3,750 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $90.8K as of Q2 2026.
HHM Wealth Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #304 holding.
HHM Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
HHM Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $91.3K in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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