HCM
Hengehold Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
863,608
+186,321
| +28% | +$4.52M | 1.91% | 12 |
|
|
2025
Q1 | $16.4M | Buy |
677,287
+90,112
| +15% | +$2.18M | 1.56% | 17 |
|
|
2024
Q4 | $14.1M | Buy |
587,175
+30,627
| +6% | +$734K | 1.32% | 18 |
|
|
2024
Q3 | $13.6M | Buy |
556,548
+26,662
| +5% | +$650K | 1.29% | 20 |
|
|
2024
Q2 | $12.6M | Buy |
529,886
+14,107
| +3% | +$335K | 1.31% | 18 |
|
|
2024
Q1 | $12.3M | Buy |
515,779
+6,236
| +1% | +$148K | 1.31% | 17 |
|
|
2023
Q4 | $12.2M | Sell |
509,543
-9,776
| -2% | -$234K | 1.44% | 15 |
|
|
2023
Q3 | $12M | Buy |
519,319
+9,299
| +2% | +$215K | 1.57% | 14 |
|
|
2023
Q2 | $12M | Buy |
510,020
+6,326
| +1% | +$149K | 1.59% | 14 |
|
|
2023
Q1 | $12M | Buy |
503,694
+15,886
| +3% | +$378K | 1.65% | 15 |
|
|
2022
Q4 | $11.4M | Buy |
+487,808
| New | +$11.4M | 1.58% | 15 |
|
|
2022
Q3 | – | Sell |
-11,725
| Closed | -$280K | – | 155 |
|
|
2022
Q2 | $280K | Buy |
+11,725
| New | +$280K | 0.04% | 127 |
|