HWA
HHM Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-99
| Closed | -$2.29K | – | 799 |
|
|
2023
Q2 | $2.29K | Buy |
99
+41
| +71% | +$948 | ﹤0.01% | 723 |
|
|
2023
Q1 | $1.37K | Buy |
58
+40
| +222% | +$941 | ﹤0.01% | 754 |
|
|
2022
Q4 | $419 | Hold |
18
| – | – | ﹤0.01% | 674 |
|
|
2022
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 734 |
|