IBHF β€” Ishares Ibnd 2026 Trm Hg

Ownership history in Hurley Capital, LLC  Β·  5 quarters on record

AI Ownership Summary

Hurley Capital, LLC reported Ishares Ibnd 2026 Trm Hg (IBHF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 6.77% in 2025 Q4. The latest visible filing shows IBHF at 6.77% 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 IBHF 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 Ibnd 2026 Trm Hg, 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 Q4

IBHF was reported at 6.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.77% in 2025 Q4

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 Q4

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 IBHF β€” position size vs. price
% of Fund (quarterly)    IBHF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 524,487 +77,975 +17.5% 6.77% $12.1M 2026-02-14 (Est.) $22.81
2025 Q3 ADDED 446,512 +196,652 +78.7% 5.87% $10.4M 2025-11-12 $22.61
2025 Q2 ADDED 249,860 +34,057 +15.8% 4.07% $5.8M 2025-08-14 $22.23
2025 Q1 ADDED 215,803 +72,268 +50.3% 3.80% $5.0M 2025-05-07 $21.72
2024 Q4 INITIATED 143,535 β€” β€” 2.68% $3.3M 2025-02-13 $21.63

🏒 Other funds also holding IBHF

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 0.12%

FAQ About Hurley Capital, LLC and IBHF

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 IBHF?

Hurley Capital, LLC reported IBHF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for IBHF was 6.77% in 2025 Q4.

What is the latest reported IBHF position on this page?

The most recent filing on this page is 2025 Q4, when Hurley Capital, LLC reported 524,487 shares, equal to 6.77% of portfolio, with an estimated market value of $12.1M.

What does the chart on this IBHF ownership page compare?

The chart compares Hurley Capital, LLC's quarterly IBHF 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.

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