Ownership history in Hoese & Co LLP · 6 quarters on record
This page tracks every 13F SEC filing in which Hoese & Co LLP reported a position in ISHARES TR INVESTMENT GRADE (IGEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 110,996 | +35,387 | +46.8% | 3.61% | $5.1M | $45.30 |
| 2025 Q3 | ADDED | 75,609 | +16,090 | +27.0% | 2.66% | $3.5M | $44.92 |
| 2025 Q2 | ADDED | 59,519 | +3,840 | +6.9% | 2.18% | $2.7M | $43.79 |
| 2025 Q1 | ADDED | 55,679 | +1,404 | +2.6% | 2.17% | $2.5M | $42.84 |
| 2024 Q4 | ADDED | 54,275 | +16,150 | +42.4% | 2.09% | $2.4M | $41.88 |
| 2024 Q3 | INITIATED | 38,125 | — | — | 1.48% | $1.8M | $43.10 |
As of 2025 Q4 — sorted by position size