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Hengehold Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Hengehold Capital Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$320K Sell
12,571
-1,787
-12% -$45.4K 0.02% 178
2026
Q1 		$365K Sell
14,358
-1,701
-11% -$43.3K 0.03% 153
2025
Q4 		$408K Sell
16,059
-387,868
-96% -$9.84M 0.03% 156
2025
Q3 		$10.3M Buy
403,927
+7,315
+2% +$186K 0.88% 25
2025
Q2 		$10.1M Buy
396,612
+12,272
+3% +$309K 0.92% 24
2025
Q1 		$9.72M Sell
384,340
-30,220
-7% -$763K 0.92% 25
2024
Q4 		$10.4M Buy
414,560
+3,324
+0.8% +$84K 0.98% 25
2024
Q3 		$10.5M Buy
411,236
+3,159
+0.8% +$79.8K 0.99% 23
2024
Q2 		$10.2M Buy
408,077
+4,494
+1% +$112K 1.06% 21
2024
Q1 		$10.2M Buy
403,583
+2,874
+0.7% +$72.6K 1.08% 21
2023
Q4 		$10.2M Sell
400,709
-1,793
-0.4% -$44.5K 1.21% 19
2023
Q3 		$9.85M Sell
402,502
-614
-0.2% -$15.3K 1.29% 16
2023
Q2 		$10.1M Buy
403,116
+2,002
+0.5% +$50.4K 1.34% 16
2023
Q1 		$10.2M Buy
401,114
+1,628
+0.4% +$41.2K 1.4% 17
2022
Q4 		$10M Buy
+399,486
New +$9.89M 1.39% 17

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hengehold Capital Management's IBMP Position: Q2 2026 in Review

Hengehold Capital Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 12% in Q2 2026, selling an estimated $45.4K and leaving 12,571 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #178.

Hengehold Capital Management first reported a position in IBMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Hengehold Capital Management held 12,571 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $320K as of Q2 2026.
  • Hengehold Capital Management sold 1,787 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $45.4K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Hengehold Capital Management's portfolio in Q2 2026, its #178 holding.
  • Hengehold Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Hengehold Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $10.5M in Q3 2024.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.