HWA
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HHM Wealth Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

HHM Wealth Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-956
Closed -$21.7K – 797
2023
Q2 		$21.7K Buy
+956
New +$21.6K ﹤0.01% 407

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

HHM Wealth Advisors's IBHF Position: Q3 2023 in Review

HHM Wealth Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2023, closing a stake of 956 shares — an estimated $21.7K sold.

HHM Wealth Advisors first reported a position in IBHF in Q2 2023 and held it in 1 quarter. The position peaked at $21.7K in Q2 2023. 51 funds tracked by Wall St. Rank hold IBHF as of Q3 2023.

  • HHM Wealth Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 956 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2023, an estimated $21.7K.
  • HHM Wealth Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $21.7K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.