HHM Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-99	Closed	-$2.29K	–	799
2023 Q2	$2.29K	Buy	99 +41	+71%	+$959	﹤0.01%	726
2023 Q1	$1.36K	Buy	58 +40	+222%	+$935	﹤0.01%	754
2022 Q4	$419	Hold	18	–	–	﹤0.01%	674
2022 Q3	$0	Buy	+18	New	+$428	﹤0.01%	733

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HHM Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2023, closing a stake of 99 shares — an estimated $2.29K sold.

HHM Wealth Advisors first reported a position in IBTF in Q3 2022 and held it in 4 quarters. The position peaked at $2.29K in Q2 2023. 179 funds tracked by Wall St. Rank hold IBTF as of Q3 2023.

HHM Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
HHM Wealth Advisors sold 99 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2023, an estimated $2.29K.
HHM Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 4 quarters.
HHM Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.29K in Q2 2023.
179 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2023.

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