HHM Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,681	Closed	-$41.7K	–	830
2023 Q3	$41.7K	Sell	1,681 -380	-18%	-$9.41K	0.01%	298
2023 Q2	$51.1K	Buy	2,061 +1,683	+445%	+$41.7K	0.01%	278
2023 Q1	$9.38K	Sell	378 -132	-26%	-$3.27K	﹤0.01%	539
2022 Q4	$12.6K	Hold	510	–	–	﹤0.01%	424
2022 Q3	$13K	Hold	510	–	–	﹤0.01%	406
2022 Q2	$13K	Buy	510 +452	+779%	+$11.3K	﹤0.01%	496
2022 Q1	$1K	Buy	+58	New	+$1.47K	﹤0.01%	690

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HHM Wealth Advisors's IBTD Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,681 shares — an estimated $41.7K sold.

HHM Wealth Advisors first reported a position in IBTD in Q1 2022 and held it in 7 quarters. The position peaked at $51.1K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

HHM Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 1,681 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $41.7K.
HHM Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2022 and held it in 7 quarters.
HHM Wealth Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $51.1K in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.