BMM
Buffington Mohr McNeal’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $13.8M | Buy |
634,284
+9,100
| +1% | +$198K | 2.72% | 11 |
|
2024
Q4 | $13.4M | Buy |
625,184
+17,577
| +3% | +$375K | 2.21% | 19 |
|
2024
Q3 | $13.5M | Buy |
607,607
+14,142
| +2% | +$314K | 2.22% | 16 |
|
2024
Q2 | $12.6M | Buy |
593,465
+6,256
| +1% | +$133K | 2.21% | 14 |
|
2024
Q1 | $12.6M | Buy |
587,209
+60,049
| +11% | +$1.29M | 2.27% | 15 |
|
2023
Q4 | $11.4M | Buy |
527,160
+292,698
| +125% | +$6.33M | 2.29% | 13 |
|
2023
Q3 | $4.78M | Buy |
+234,462
| New | +$4.78M | 1.09% | 29 |
|