MCM
IBDT icon

MV Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

MV Capital Management’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3M Buy
803,638
+9,167
+1% +$231K 1.8% 16
2026
Q1 		$20.1M Buy
794,471
+63,844
+9% +$1.62M 1.97% 14
2025
Q4 		$18.6M Buy
730,627
+35,914
+5% +$915K 1.79% 17
2025
Q3 		$17.7M Buy
694,713
+42,864
+7% +$1.09M 1.7% 16
2025
Q2 		$16.6M Buy
651,849
+11,451
+2% +$289K 1.7% 15
2025
Q1 		$16.2M Buy
640,398
+68,028
+12% +$1.7M 1.74% 13
2024
Q4 		$14.3M Buy
572,370
+48,362
+9% +$1.21M 1.52% 20
2024
Q3 		$13.4M Buy
524,008
+10,658
+2% +$269K 1.42% 19
2024
Q2 		$12.7M Buy
513,350
+10,746
+2% +$265K 1.43% 23
2024
Q1 		$12.5M Buy
502,604
+86,286
+21% +$2.15M 1.43% 20
2023
Q4 		$10.4M Sell
416,318
-13,389
-3% -$325K 1.32% 20
2023
Q3 		$10.3M Buy
429,707
+188,286
+78% +$4.58M 1.38% 20
2023
Q2 		$5.91M Buy
241,421
+122,565
+103% +$3.03M 0.78% 22
2023
Q1 		$2.96M Buy
+118,856
New +$2.93M 0.42% 37

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

MV Capital Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.2% in Q2 2026, buying an estimated $231K and bringing the position to 803,638 shares worth $20.3M. The position accounts for 1.8% of the portfolio, ranked #16.

MV Capital Management first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. 224 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • MV Capital Management held 803,638 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $20.3M as of Q2 2026.
  • MV Capital Management bought 9,167 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $231K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.8% of MV Capital Management's portfolio in Q2 2026, its #16 holding.
  • MV Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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