BMM
Buffington Mohr McNeal’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $5.69M | Sell |
226,433
-18,735
| -8% | -$471K | 1.12% | 30 |
|
2024
Q4 | $6.14M | Sell |
245,168
-71,249
| -23% | -$1.78M | 1.02% | 33 |
|
2024
Q3 | $7.94M | Sell |
316,417
-169,500
| -35% | -$4.25M | 1.31% | 29 |
|
2024
Q2 | $12.1M | Sell |
485,917
-30,203
| -6% | -$751K | 2.12% | 17 |
|
2024
Q1 | $12.8M | Buy |
516,120
+23,684
| +5% | +$588K | 2.32% | 14 |
|
2023
Q4 | $12.2M | Buy |
492,436
+77,794
| +19% | +$1.93M | 2.45% | 11 |
|
2023
Q3 | $10.1M | Buy |
414,642
+5,698
| +1% | +$139K | 2.3% | 12 |
|
2023
Q2 | $9.97M | Buy |
408,944
+16,702
| +4% | +$407K | 2.15% | 15 |
|
2023
Q1 | $9.62M | Buy |
392,242
+57,830
| +17% | +$1.42M | 2.2% | 14 |
|
2022
Q4 | $8.13M | Buy |
334,412
+111,109
| +50% | +$2.7M | 1.89% | 18 |
|
2022
Q3 | $5.39M | Buy |
223,303
+64,343
| +40% | +$1.55M | 1.3% | 27 |
|
2022
Q2 | $3.93M | Buy |
158,960
+149,255
| +1,538% | +$3.69M | 0.86% | 37 |
|
2022
Q1 | $245K | Sell |
9,705
-5,127
| -35% | -$129K | 0.05% | 117 |
|
2021
Q4 | $392K | Buy |
+14,832
| New | +$392K | 0.07% | 112 |
|