MCM
IBDQ

MV Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

MV Capital Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-554,590
Closed -$14M – 1205
2025
Q3 		$14M Sell
554,590
-11,930
-2% -$300K 1.34% 25
2025
Q2 		$14.3M Sell
566,520
-10,619
-2% -$267K 1.47% 24
2025
Q1 		$14.5M Sell
577,139
-419
-0.1% -$10.5K 1.56% 22
2024
Q4 		$14.5M Buy
577,558
+8,122
+1% +$203K 1.55% 17
2024
Q3 		$14.3M Sell
569,436
-1,103
-0.2% -$27.5K 1.52% 16
2024
Q2 		$14.2M Buy
570,539
+1,764
+0.3% +$43.7K 1.6% 15
2024
Q1 		$14.1M Sell
568,775
-20,610
-3% -$510K 1.61% 13
2023
Q4 		$14.6M Buy
589,385
+2,534
+0.4% +$62.1K 1.85% 14
2023
Q3 		$14.3M Sell
586,851
-70,948
-11% -$1.73M 1.91% 16
2023
Q2 		$16M Buy
657,799
+39,131
+6% +$958K 2.13% 14
2023
Q1 		$15.2M Buy
618,668
+94,976
+18% +$2.32M 2.13% 13
2022
Q4 		$12.7M Buy
+523,692
New +$12.7M 1.97% 13

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MV Capital Management's IBDQ Position: Q4 2025 in Review

MV Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 554,590 shares — an estimated $14M sold.

MV Capital Management first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $16M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • MV Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • MV Capital Management sold 554,590 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $14M.
  • MV Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • MV Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $16M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on MV Capital Management's 13F filing for Q4 2025, filed 23 Feb 2026.