MCM
MV Capital Management’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
Q2 | $14.8M | Sell |
703,640
-329
| -0% | -$6.92K | 1.52% | 23 |
|
2025
Q1 | $14.6M | Buy |
703,969
+46,576
| +7% | +$966K | 1.57% | 21 |
|
2024
Q4 | $13.4M | Buy |
657,393
+102,119
| +18% | +$2.08M | 1.43% | 22 |
|
2024
Q3 | $11.8M | Buy |
555,274
+47,505
| +9% | +$1.01M | 1.25% | 27 |
|
2024
Q2 | $10.3M | Buy |
507,769
+37,304
| +8% | +$757K | 1.16% | 28 |
|
2024
Q1 | $9.64M | Buy |
470,465
+363,422
| +340% | +$7.45M | 1.1% | 28 |
|
2023
Q4 | $2.22M | Buy |
107,043
+76,746
| +253% | +$1.59M | 0.28% | 60 |
|
2023
Q3 | $587K | Buy |
+30,297
| New | +$587K | 0.08% | 102 |
|