MV Capital Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.2M	Buy	937,221 +119,921	+15%	+$3.13M	2.38%	9
2025 Q4	$21.4M	Buy	817,300 +10,943	+1%	+$287K	2.05%	11
2025 Q3	$21.2M	Buy	806,357 +12,636	+2%	+$328K	2.03%	11
2025 Q2	$20.6M	Sell	793,721 -8,231	-1%	-$209K	2.11%	10
2025 Q1	$20.5M	Buy	801,952 +49,557	+7%	+$1.25M	2.2%	10
2024 Q4	$18.9M	Buy	752,395 +163,419	+28%	+$4.18M	2.02%	13
2024 Q3	$15.5M	Buy	588,976 +63,303	+12%	+$1.64M	1.65%	13
2024 Q2	$13.2M	Buy	525,673 +48,693	+10%	+$1.22M	1.49%	18
2024 Q1	$12.2M	Buy	+476,980	New	+$12.1M	1.39%	21

Other funds holding IBDY

CIA

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MV Capital Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 15% in Q1 2026, buying an estimated $3.13M and bringing the position to 937,221 shares worth $24.2M. The position accounts for 2.38% of the portfolio, ranked #9.

MV Capital Management first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

MV Capital Management held 937,221 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $24.2M as of Q1 2026.
MV Capital Management bought 119,921 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $3.13M.
iShares iBonds Dec 2033 Term Corporate ETF made up 2.38% of MV Capital Management's portfolio in Q1 2026, its #9 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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