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Hengehold Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Hengehold Capital Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Buy
461,878
+58,538
+15% +$1.49M 0.92% 21
2026
Q1 		$10.3M Sell
403,340
-5,916
-1% -$152K 0.9% 22
2025
Q4 		$10.5M Buy
409,256
+16,024
+4% +$409K 0.88% 24
2025
Q3 		$10.1M Buy
393,232
+6,617
+2% +$169K 0.86% 26
2025
Q2 		$9.82M Buy
386,615
+12,138
+3% +$306K 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% -$55K 0.94% 26
2024
Q3 		$10.2M Buy
399,319
+15,198
+4% +$385K 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% +$319K 1.02% 23
2023
Q4 		$9.38M Sell
366,598
-8,340
-2% -$207K 1.11% 21
2023
Q3 		$9.15M Sell
374,938
-682
-0.2% -$17K 1.19% 17
2023
Q2 		$9.45M Buy
375,620
+1,405
+0.4% +$35.5K 1.25% 18
2023
Q1 		$9.58M Buy
374,215
+1,399
+0.4% +$35.5K 1.32% 18
2022
Q4 		$9.36M Buy
+372,816
New +$9.2M 1.3% 18

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Hengehold Capital Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 15% in Q2 2026, buying an estimated $1.49M and bringing the position to 461,878 shares worth $11.8M. The position accounts for 0.92% of the portfolio, ranked #21.

Hengehold Capital Management first reported a position in IBMQ in Q4 2022 and has held it in 15 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Hengehold Capital Management held 461,878 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $11.8M as of Q2 2026.
  • Hengehold Capital Management bought 58,538 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.49M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.92% of Hengehold Capital Management's portfolio in Q2 2026, its #21 holding.
  • Hengehold Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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