HCM
Hengehold Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Buy |
386,615
+12,138
| +3% | +$308K | 0.9% | 26 |
|
|
2025
Q1 | $9.47M | Sell |
374,477
-22,672
| -6% | -$573K | 0.9% | 26 |
|
|
2024
Q4 | $10M | Sell |
397,149
-2,170
| -0.5% | -$54.6K | 0.94% | 26 |
|
|
2024
Q3 | $10.2M | Buy |
399,319
+15,198
| +4% | +$390K | 0.97% | 24 |
|
|
2024
Q2 | $9.61M | Buy |
384,121
+4,964
| +1% | +$124K | 1% | 22 |
|
|
2024
Q1 | $9.58M | Buy |
379,157
+12,559
| +3% | +$317K | 1.02% | 23 |
|
|
2023
Q4 | $9.38M | Sell |
366,598
-8,340
| -2% | -$213K | 1.11% | 21 |
|
|
2023
Q3 | $9.15M | Sell |
374,938
-682
| -0.2% | -$16.6K | 1.19% | 17 |
|
|
2023
Q2 | $9.45M | Buy |
375,620
+1,405
| +0.4% | +$35.4K | 1.25% | 18 |
|
|
2023
Q1 | $9.58M | Buy |
374,215
+1,399
| +0.4% | +$35.8K | 1.32% | 18 |
|
|
2022
Q4 | $9.36M | Buy |
+372,816
| New | +$9.36M | 1.3% | 18 |
|