BMM
Buffington Mohr McNeal’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14M | Buy |
673,998
+12,230
| +2% | +$254K | 2.76% | 9 |
|
|
2024
Q4 | $13.5M | Buy |
661,768
+19,245
| +3% | +$392K | 2.23% | 18 |
|
|
2024
Q3 | $13.6M | Buy |
642,523
+24,837
| +4% | +$527K | 2.24% | 15 |
|
|
2024
Q2 | $12.5M | Buy |
617,686
+12,065
| +2% | +$245K | 2.2% | 15 |
|
|
2024
Q1 | $12.4M | Buy |
605,621
+62,103
| +11% | +$1.27M | 2.25% | 16 |
|
|
2023
Q4 | $11.3M | Buy |
543,518
+306,711
| +130% | +$6.37M | 2.27% | 14 |
|
|
2023
Q3 | $4.59M | Buy |
+236,807
| New | +$4.59M | 1.04% | 34 |
|