BMM
Buffington Mohr McNeal’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.98M | Buy |
164,698
+85,538
| +108% | +$2.07M | 0.79% | 34 |
|
|
2024
Q4 | $1.9M | Buy |
79,160
+20,039
| +34% | +$480K | 0.31% | 47 |
|
|
2024
Q3 | $1.44M | Buy |
59,121
+20,736
| +54% | +$505K | 0.24% | 57 |
|
|
2024
Q2 | $911K | Buy |
38,385
+20,963
| +120% | +$497K | 0.16% | 74 |
|
|
2024
Q1 | $415K | Buy |
17,422
+5,098
| +41% | +$121K | 0.08% | 99 |
|
|
2023
Q4 | $295K | Buy |
+12,324
| New | +$295K | 0.06% | 110 |
|