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HHM Wealth Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

HHM Wealth Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-173
Closed -$4.04K – 817
2024
Q1 		$4.04K Hold
173
– – ﹤0.01% 643
2023
Q4 		$4K Hold
173
– – ﹤0.01% 643
2023
Q3 		$3.77K Hold
173
– – ﹤0.01% 668
2023
Q2 		$3.86K Buy
+173
New +$3.83K ﹤0.01% 688

Other funds holding IBHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HHM Wealth Advisors's IBHI Position: Q2 2024 in Review

HHM Wealth Advisors sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2024, closing a stake of 173 shares — an estimated $4.04K sold.

HHM Wealth Advisors first reported a position in IBHI in Q2 2023 and held it in 4 quarters. The position peaked at $4.04K in Q1 2024. 25 funds tracked by Wall St. Rank hold IBHI as of Q2 2024.

  • HHM Wealth Advisors reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 173 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2024, an estimated $4.04K.
  • HHM Wealth Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2023 and held it in 4 quarters.
  • HHM Wealth Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $4.04K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.