MCM
MV Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.5M | Buy |
707,197
+9,607
| +1% | +$224K | 1.7% | 16 |
|
2025
Q1 | $16.1M | Buy |
697,590
+73,187
| +12% | +$1.69M | 1.73% | 14 |
|
2024
Q4 | $14.2M | Buy |
624,403
+62,835
| +11% | +$1.43M | 1.52% | 21 |
|
2024
Q3 | $13.2M | Buy |
561,568
+25,179
| +5% | +$592K | 1.4% | 21 |
|
2024
Q2 | $12.2M | Buy |
536,389
+25,915
| +5% | +$587K | 1.37% | 25 |
|
2024
Q1 | $11.6M | Buy |
510,474
+115,831
| +29% | +$2.64M | 1.33% | 24 |
|
2023
Q4 | $9.1M | Buy |
394,643
+9,350
| +2% | +$216K | 1.15% | 24 |
|
2023
Q3 | $8.44M | Buy |
385,293
+348,067
| +935% | +$7.62M | 1.13% | 23 |
|
2023
Q2 | $836K | Buy |
+37,226
| New | +$836K | 0.11% | 88 |
|