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 Q2	$19.5M	Buy	774,005 +661	+0.1%	+$16.7K	1.73%	18
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 $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

MV Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.09% in Q2 2026, buying an estimated $16.7K and bringing the position to 774,005 shares worth $19.5M. The position accounts for 1.73% of the portfolio, ranked #18.

MV Capital Management first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.2M in Q4 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

MV Capital Management held 774,005 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $19.5M as of Q2 2026.
MV Capital Management bought 661 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $16.7K.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.73% of MV Capital Management's portfolio in Q2 2026, its #18 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
MV Capital Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $21.2M in Q4 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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