HCM
Hengehold Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
396,612
+12,272
| +3% | +$311K | 0.92% | 24 |
|
|
2025
Q1 | $9.72M | Sell |
384,340
-30,220
| -7% | -$764K | 0.92% | 25 |
|
|
2024
Q4 | $10.4M | Buy |
414,560
+3,324
| +0.8% | +$83.6K | 0.98% | 25 |
|
|
2024
Q3 | $10.5M | Buy |
411,236
+3,159
| +0.8% | +$80.4K | 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% | +$72.3K | 1.08% | 21 |
|
|
2023
Q4 | $10.2M | Sell |
400,709
-1,793
| -0.4% | -$45.6K | 1.21% | 19 |
|
|
2023
Q3 | $9.85M | Sell |
402,502
-614
| -0.2% | -$15K | 1.29% | 16 |
|
|
2023
Q2 | $10.1M | Buy |
403,116
+2,002
| +0.5% | +$50.2K | 1.34% | 16 |
|
|
2023
Q1 | $10.2M | Buy |
401,114
+1,628
| +0.4% | +$41.4K | 1.4% | 17 |
|
|
2022
Q4 | $10M | Buy |
+399,486
| New | +$10M | 1.39% | 17 |
|