MCM
MV Capital Management’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
Q2 | $16.4M | Buy |
675,836
+11,635
| +2% | +$282K | 1.69% | 17 |
|
|
2025
Q1 | $16.1M | Buy |
664,201
+68,884
| +12% | +$1.67M | 1.72% | 15 |
|
|
2024
Q4 | $14.3M | Buy |
595,317
+46,517
| +8% | +$1.11M | 1.52% | 19 |
|
|
2024
Q3 | $13.4M | Buy |
548,800
+9,082
| +2% | +$221K | 1.42% | 20 |
|
|
2024
Q2 | $12.8M | Buy |
539,718
+6,675
| +1% | +$158K | 1.44% | 21 |
|
|
2024
Q1 | $12.7M | Buy |
533,043
+32,465
| +6% | +$773K | 1.45% | 17 |
|
|
2023
Q4 | $12M | Sell |
500,578
-5,779
| -1% | -$138K | 1.52% | 18 |
|
|
2023
Q3 | $11.7M | Buy |
506,357
+9,576
| +2% | +$222K | 1.56% | 18 |
|
|
2023
Q2 | $11.7M | Buy |
496,781
+168,786
| +51% | +$3.96M | 1.55% | 17 |
|
|
2023
Q1 | $7.81M | Buy |
327,995
+320,502
| +4,277% | +$7.63M | 1.1% | 18 |
|
|
2022
Q4 | $175K | Buy |
+7,493
| New | +$175K | 0.03% | 136 |
|