IBHE β€” Ishares Ibonds 2025 Term

Ownership history in Hurley Capital, LLC  Β·  4 quarters on record

AI Ownership Summary

Hurley Capital, LLC reported Ishares Ibonds 2025 Term (IBHE) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 4.55% in 2025 Q1. The latest visible filing shows IBHE at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hurley Capital, LLC's position in Ishares Ibonds 2025 Term, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBHE was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.55% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hurley Capital, LLC held IBHE β€” position size vs. price
% of Fund (quarterly)    IBHE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 23,433 -243,075 -91.2% 0.31% $544K 2025-11-12 $23.08
2025 Q2 ADDED 266,508 +8,352 +3.2% 4.35% $6.2M 2025-08-14 $22.86
2025 Q1 ADDED 258,156 +14,479 +5.9% 4.55% $6.0M 2025-05-07 $22.54
2024 Q4 INITIATED 243,677 β€” β€” 4.54% $5.6M 2025-02-13 $22.31

🏒 Other funds also holding IBHE

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.02% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%

FAQ About Hurley Capital, LLC and IBHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hurley Capital, LLC reported owning IBHE?

Hurley Capital, LLC reported IBHE across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported IBHE position in Hurley Capital, LLC's portfolio?

The largest reported portfolio weight for IBHE was 4.55% in 2025 Q1.

What is the latest reported IBHE position on this page?

The most recent filing on this page is 2025 Q3, when Hurley Capital, LLC reported 23,433 shares, equal to 0.31% of portfolio, with an estimated market value of $544K.

What does the chart on this IBHE ownership page compare?

The chart compares Hurley Capital, LLC's quarterly IBHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Hurley Capital, LLC Holdings