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MV Capital Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

MV Capital Management’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5M Sell
773,344
-57,943
-7% -$1.48M 1.92% 16
2025
Q4 		$21.2M Buy
831,287
+5,173
+0.6% +$132K 2.04% 12
2025
Q3 		$21.2M Buy
826,114
+13,709
+2% +$348K 2.03% 10
2025
Q2 		$20.5M Sell
812,405
-5,117
-0.6% -$127K 2.11% 11
2025
Q1 		$20.4M Buy
817,522
+46,475
+6% +$1.15M 2.19% 11
2024
Q4 		$19M Buy
771,047
+147,446
+24% +$3.69M 2.02% 12
2024
Q3 		$16M Buy
623,601
+55,549
+10% +$1.4M 1.7% 11
2024
Q2 		$14M Buy
568,052
+40,264
+8% +$983K 1.57% 16
2024
Q1 		$13.1M Buy
527,788
+471,921
+845% +$11.7M 1.5% 16
2023
Q4 		$1.41M Buy
+55,867
New +$1.33M 0.18% 72

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

MV Capital Management reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 7% in Q1 2026, selling an estimated $1.48M and leaving 773,344 shares worth $19.5M. The position accounts for 1.92% of the portfolio, ranked #16.

MV Capital Management first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.2M in Q4 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • MV Capital Management held 773,344 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $19.5M as of Q1 2026.
  • MV Capital Management sold 57,943 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $1.48M.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 1.92% of MV Capital Management's portfolio in Q1 2026, its #16 holding.
  • MV Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
  • MV Capital Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $21.2M in Q4 2025.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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