MCM
MV Capital Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
793,721
-8,231
| -1% | -$213K | 2.11% | 10 |
|
|
2025
Q1 | $20.5M | Buy |
801,952
+49,557
| +7% | +$1.27M | 2.2% | 10 |
|
|
2024
Q4 | $18.9M | Buy |
752,395
+163,419
| +28% | +$4.1M | 2.02% | 13 |
|
|
2024
Q3 | $15.5M | Buy |
588,976
+63,303
| +12% | +$1.67M | 1.65% | 13 |
|
|
2024
Q2 | $13.2M | Buy |
525,673
+48,693
| +10% | +$1.23M | 1.49% | 18 |
|
|
2024
Q1 | $12.2M | Buy |
+476,980
| New | +$12.2M | 1.39% | 21 |
|