MCM
MV Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
651,849
+11,451
| +2% | +$291K | 1.7% | 15 |
|
|
2025
Q1 | $16.2M | Buy |
640,398
+68,028
| +12% | +$1.72M | 1.74% | 13 |
|
|
2024
Q4 | $14.3M | Buy |
572,370
+48,362
| +9% | +$1.2M | 1.52% | 20 |
|
|
2024
Q3 | $13.4M | Buy |
524,008
+10,658
| +2% | +$272K | 1.42% | 19 |
|
|
2024
Q2 | $12.7M | Buy |
513,350
+10,746
| +2% | +$266K | 1.43% | 23 |
|
|
2024
Q1 | $12.5M | Buy |
502,604
+86,286
| +21% | +$2.15M | 1.43% | 20 |
|
|
2023
Q4 | $10.4M | Sell |
416,318
-13,389
| -3% | -$336K | 1.32% | 20 |
|
|
2023
Q3 | $10.3M | Buy |
429,707
+188,286
| +78% | +$4.52M | 1.38% | 20 |
|
|
2023
Q2 | $5.91M | Buy |
241,421
+122,565
| +103% | +$3M | 0.78% | 22 |
|
|
2023
Q1 | $2.96M | Buy |
+118,856
| New | +$2.96M | 0.42% | 37 |
|