HCM
Hengehold Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.8M | Buy |
1,329,330
+315,158
| +31% | +$8.01M | 3.08% | 8 |
|
2025
Q1 | $25.6M | Buy |
1,014,172
+85,552
| +9% | +$2.16M | 2.44% | 9 |
|
2024
Q4 | $23.1M | Buy |
928,620
+24,126
| +3% | +$601K | 2.18% | 10 |
|
2024
Q3 | $23.1M | Buy |
904,494
+218,126
| +32% | +$5.57M | 2.19% | 10 |
|
2024
Q2 | $17M | Buy |
686,368
+248,268
| +57% | +$6.15M | 1.77% | 12 |
|
2024
Q1 | $10.9M | Buy |
438,100
+15,839
| +4% | +$394K | 1.16% | 19 |
|
2023
Q4 | $10.6M | Buy |
+422,261
| New | +$10.6M | 1.25% | 16 |
|