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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MV Capital Management's IBDW Position: Q1 2026 in Review

MV Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 17% in Q1 2026, buying an estimated $2.76M and bringing the position to 912,123 shares worth $19.1M. The position accounts for 1.87% of the portfolio, ranked #18.

MV Capital Management first reported a position in IBDW in Q3 2023 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

MV Capital Management held 912,123 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $19.1M as of Q1 2026.
MV Capital Management bought 130,911 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $2.76M.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.87% of MV Capital Management's portfolio in Q1 2026, its #18 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.