MV Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.4M	Buy	880,836 +9,678	+1%	+$224K	1.81%	15
2026 Q1	$20.3M	Buy	871,158 +76,521	+10%	+$1.79M	1.99%	12
2025 Q4	$18.6M	Buy	794,637 +38,154	+5%	+$894K	1.79%	16
2025 Q3	$17.8M	Buy	756,483 +49,286	+7%	+$1.15M	1.7%	15
2025 Q2	$16.5M	Buy	707,197 +9,607	+1%	+$222K	1.7%	16
2025 Q1	$16.1M	Buy	697,590 +73,187	+12%	+$1.68M	1.73%	14
2024 Q4	$14.2M	Buy	624,403 +62,835	+11%	+$1.45M	1.52%	21
2024 Q3	$13.2M	Buy	561,568 +25,179	+5%	+$584K	1.4%	21
2024 Q2	$12.2M	Buy	536,389 +25,915	+5%	+$585K	1.37%	25
2024 Q1	$11.6M	Buy	510,474 +115,831	+29%	+$2.64M	1.33%	24
2023 Q4	$9.1M	Buy	394,643 +9,350	+2%	+$207K	1.15%	24
2023 Q3	$8.44M	Buy	385,293 +348,067	+935%	+$7.74M	1.13%	23
2023 Q2	$836K	Buy	+37,226	New	+$844K	0.11%	88

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

MV Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $224K and bringing the position to 880,836 shares worth $20.4M. The position accounts for 1.81% of the portfolio, ranked #15.

MV Capital Management first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

MV Capital Management held 880,836 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $20.4M as of Q2 2026.
MV Capital Management bought 9,678 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $224K.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.81% of MV Capital Management's portfolio in Q2 2026, its #15 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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