HCM
Hengehold Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
921,543
+174,926
| +23% | +$3.83M | 1.84% | 14 |
|
|
2025
Q1 | $16.3M | Buy |
746,617
+104,908
| +16% | +$2.28M | 1.55% | 18 |
|
|
2024
Q4 | $13.7M | Buy |
641,709
+27,748
| +5% | +$592K | 1.29% | 20 |
|
|
2024
Q3 | $13.6M | Buy |
613,961
+24,218
| +4% | +$535K | 1.29% | 18 |
|
|
2024
Q2 | $12.6M | Buy |
589,743
+10,496
| +2% | +$224K | 1.31% | 17 |
|
|
2024
Q1 | $12.5M | Sell |
579,247
-5,738
| -1% | -$123K | 1.33% | 16 |
|
|
2023
Q4 | $12.7M | Buy |
584,985
+8,024
| +1% | +$175K | 1.51% | 13 |
|
|
2023
Q3 | $12.1M | Buy |
576,961
+18,222
| +3% | +$383K | 1.58% | 13 |
|
|
2023
Q2 | $12.1M | Buy |
558,739
+7,029
| +1% | +$152K | 1.6% | 13 |
|
|
2023
Q1 | $12.2M | Buy |
551,710
+20,672
| +4% | +$458K | 1.68% | 14 |
|
|
2022
Q4 | $11.5M | Buy |
+531,038
| New | +$11.5M | 1.59% | 14 |
|