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HHM Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

HHM Wealth Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-601
Closed -$13.5K – 932
2026
Q1 		$13.5K Hold
601
– – ﹤0.01% 579
2025
Q4 		$13.5K Hold
601
– – ﹤0.01% 566
2025
Q3 		$13.5K Hold
601
– – ﹤0.01% 581
2025
Q2 		$13.5K Hold
601
– – ﹤0.01% 565
2025
Q1 		$13.5K Hold
601
– – ﹤0.01% 559
2024
Q4 		$13.3K Hold
601
– – ﹤0.01% 557
2024
Q3 		$13.6K Hold
601
– – ﹤0.01% 517
2024
Q2 		$13.3K Hold
601
– – ﹤0.01% 515
2024
Q1 		$13.3K Hold
601
– – ﹤0.01% 480
2023
Q4 		$13.5K Hold
601
– – ﹤0.01% 470
2023
Q3 		$13.1K Hold
601
– – ﹤0.01% 463
2023
Q2 		$13.3K Buy
+601
New +$13.5K ﹤0.01% 480

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HHM Wealth Advisors's IBTH Position: Q2 2026 in Review

HHM Wealth Advisors sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026, closing a stake of 601 shares — an estimated $13.5K sold.

HHM Wealth Advisors first reported a position in IBTH in Q2 2023 and held it in 12 quarters. The position peaked at $13.6K in Q3 2024. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • HHM Wealth Advisors reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 601 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $13.5K.
  • HHM Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2023 and held it in 12 quarters.
  • HHM Wealth Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $13.6K in Q3 2024.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.