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MV Capital Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

MV Capital Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3M Buy
930,457
+10,379
+1% +$226K 1.8% 17
2026
Q1 		$20.1M Buy
920,078
+84,220
+10% +$1.86M 1.98% 13
2025
Q4 		$18.4M Buy
835,858
+37,787
+5% +$836K 1.77% 18
2025
Q3 		$17.7M Buy
798,071
+53,955
+7% +$1.19M 1.7% 17
2025
Q2 		$16.4M Buy
744,116
+10,489
+1% +$227K 1.68% 18
2025
Q1 		$15.9M Buy
733,627
+58,834
+9% +$1.26M 1.71% 16
2024
Q4 		$14.4M Buy
674,793
+85,696
+15% +$1.85M 1.54% 18
2024
Q3 		$13.1M Buy
589,097
+31,104
+6% +$678K 1.39% 23
2024
Q2 		$11.9M Buy
557,993
+26,526
+5% +$560K 1.33% 26
2024
Q1 		$11.4M Buy
531,467
+140,936
+36% +$3.01M 1.3% 26
2023
Q4 		$8.45M Buy
390,531
+7,865
+2% +$163K 1.07% 25
2023
Q3 		$7.8M Buy
382,666
+345,523
+930% +$7.2M 1.04% 26
2023
Q2 		$787K Buy
+37,143
New +$791K 0.1% 92

Other funds holding IBDV

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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

MV Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.1% in Q2 2026, buying an estimated $226K and bringing the position to 930,457 shares worth $20.3M. The position accounts for 1.8% of the portfolio, ranked #17.

MV Capital Management first reported a position in IBDV in Q2 2023 and has held it in 13 quarters since. 177 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • MV Capital Management held 930,457 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $20.3M as of Q2 2026.
  • MV Capital Management bought 10,379 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $226K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 1.8% of MV Capital Management's portfolio in Q2 2026, its #17 holding.
  • MV Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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