MV Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.2M Buy
919,403
+7,280
+0.8% +$152K 1.7% 19
2026
Q1
$19.1M Buy
912,123
+130,911
+17% +$2.76M 1.87% 18
2025
Q4
$16.5M Buy
781,212
+28,960
+4% +$614K 1.59% 20
2025
Q3
$16M Buy
752,252
+48,612
+7% +$1.02M 1.53% 19
2025
Q2
$14.8M Sell
703,640
-329
-0% -$6.79K 1.52% 23
2025
Q1
$14.6M Buy
703,969
+46,576
+7% +$956K 1.57% 21
2024
Q4
$13.4M Buy
657,393
+102,119
+18% +$2.11M 1.43% 22
2024
Q3
$11.8M Buy
555,274
+47,505
+9% +$990K 1.25% 27
2024
Q2
$10.3M Buy
507,769
+37,304
+8% +$753K 1.16% 28
2024
Q1
$9.64M Buy
470,465
+363,422
+340% +$7.43M 1.1% 28
2023
Q4
$2.22M Buy
107,043
+76,746
+253% +$1.51M 0.28% 60
2023
Q3
$587K Buy
+30,297
New +$603K 0.08% 102

Other funds holding IBDW

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

MV Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.8% in Q2 2026, buying an estimated $152K and bringing the position to 919,403 shares worth $19.2M. The position accounts for 1.7% of the portfolio, ranked #19.

MV Capital Management first reported a position in IBDW in Q3 2023 and has held it in 12 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • MV Capital Management held 919,403 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $19.2M as of Q2 2026.
  • MV Capital Management bought 7,280 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $152K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.7% of MV Capital Management's portfolio in Q2 2026, its #19 holding.
  • MV Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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