MV Capital Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

MV Capital Management’s Portfolio IBCA Stock Details IBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Buy	473,436 +14,235	+3%	+$364K	1.07%	29
2026 Q1	$11.8M	Buy	459,201 +423,013	+1,169%	+$11M	1.16%	24
2025 Q4	$939K	Buy	+36,188	New	+$942K	0.09%	96

Other funds holding IBCA

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

MV Capital Management's IBCA Position: Q2 2026 in Review

MV Capital Management increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 3.1% in Q2 2026, buying an estimated $364K and bringing the position to 473,436 shares worth $12.1M. The position accounts for 1.07% of the portfolio, ranked #29.

MV Capital Management first reported a position in IBCA in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

MV Capital Management held 473,436 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $12.1M as of Q2 2026.
MV Capital Management bought 14,235 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $364K.
iShares iBonds Dec 2035 Term Corporate ETF made up 1.07% of MV Capital Management's portfolio in Q2 2026, its #29 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.