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 Q3	$19.8M	Buy	936,171 +5,714	+0.6%	+$123K	1.79%	16
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MV Capital Management's IBDV Position: Q3 2026 in Review

MV Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 0.61% in Q3 2026, buying an estimated $123K and bringing the position to 936,171 shares worth $19.8M. The position accounts for 1.79% of the portfolio, ranked #16.

MV Capital Management first reported a position in IBDV in Q2 2023 and has held it in 14 quarters since. The position peaked at $20.3M in Q2 2026. 173 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

MV Capital Management held 936,171 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $19.8M as of Q3 2026.
MV Capital Management bought 5,714 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $123K.
iShares iBonds Dec 2030 Term Corporate ETF made up 1.79% of MV Capital Management's portfolio in Q3 2026, its #16 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 14 quarters since.
MV Capital Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $20.3M in Q2 2026.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.