Mendel Money Management’s VanEck Moody's Analytics BBB Corporate Bond ETF MBBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $390K | Sell |
18,029
-1,080
| -6% | -$23.4K | 0.17% | 112 |
|
2025
Q1 | $410K | Sell |
19,109
-1,799
| -9% | -$38.6K | 0.19% | 107 |
|
2024
Q4 | $443K | Sell |
20,908
-1,455
| -7% | -$30.8K | 0.2% | 104 |
|
2024
Q3 | $494K | Sell |
22,363
-440
| -2% | -$9.72K | 0.21% | 101 |
|
2024
Q2 | $481K | Sell |
22,803
-2,756
| -11% | -$58.1K | 0.23% | 92 |
|
2024
Q1 | $544K | Buy |
25,559
+6,027
| +31% | +$128K | 0.25% | 84 |
|
2023
Q4 | $419K | Sell |
19,532
-1,124
| -5% | -$24.1K | 0.2% | 97 |
|
2023
Q3 | $415K | Sell |
20,656
-305
| -1% | -$6.12K | 0.22% | 89 |
|
2023
Q2 | $437K | Sell |
20,961
-1,128
| -5% | -$23.5K | 0.22% | 84 |
|
2023
Q1 | $466K | Sell |
22,089
-39
| -0.2% | -$824 | 0.25% | 76 |
|
2022
Q4 | $453K | Sell |
22,128
-1,232
| -5% | -$25.2K | 0.26% | 76 |
|
2022
Q3 | $463K | Buy |
23,360
+2,547
| +12% | +$50.5K | 0.29% | 67 |
|
2022
Q2 | $436K | Sell |
20,813
-4,946
| -19% | -$104K | 0.26% | 69 |
|
2022
Q1 | $585K | Buy |
25,759
+3,180
| +14% | +$72.2K | 0.29% | 70 |
|
2021
Q4 | $561K | Buy |
22,579
+3,732
| +20% | +$92.7K | 0.32% | 45 |
|
2021
Q3 | $473K | Buy |
18,847
+8,575
| +83% | +$215K | 0.3% | 46 |
|
2021
Q2 | $259K | Buy |
+10,272
| New | +$259K | 0.16% | 64 |
|