HWA
IBTE

HHM Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

HHM Wealth Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,750
Closed -$42K – 1046
2024
Q3 		$42K Hold
1,750
– – 0.01% 366
2024
Q2 		$42K Hold
1,750
– – 0.01% 362
2024
Q1 		$41.9K Hold
1,750
– – 0.01% 322
2023
Q4 		$41.8K Hold
1,750
– – 0.01% 314
2023
Q3 		$41.7K Hold
1,750
– – 0.01% 299
2023
Q2 		$41.6K Buy
1,750
+1,693
+2,970% +$40.4K 0.01% 310
2023
Q1 		$1.37K Buy
57
+39
+217% +$932 ﹤0.01% 753
2022
Q4 		$429 Hold
18
– – ﹤0.01% 672
2022
Q3 		$0 Buy
+18
New +$437 ﹤0.01% 834

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HHM Wealth Advisors's IBTE Position: Q4 2024 in Review

HHM Wealth Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 1,750 shares — an estimated $42K sold.

HHM Wealth Advisors first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $42K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • HHM Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,750 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $42K.
  • HHM Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • HHM Wealth Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $42K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.