Hb Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	BUY	$26.8 - $26.92 $271,510 - $272,726	10,131 New	10,131 $272,000

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2M
Shares

$51.3 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

1.07M
Shares

$27.4 Million
0.05% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

724K
Shares

$18.5 Million
0.52% of portfolio
Us Bancorp \De\

721K
Shares

$18.5 Million
0.02% of portfolio
New Edge Advisors, LLC New Orleans, LA

645K
Shares

$16.5 Million
0.08% of portfolio

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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