MV Capital Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19M	Buy	730,868 +173,503	+31%	+$4.57M	1.87%	19
2025 Q4	$14.7M	Buy	557,365 +17,283	+3%	+$457K	1.41%	23
2025 Q3	$14.3M	Sell	540,082 -26,655	-5%	-$698K	1.37%	23
2025 Q2	$14.8M	Sell	566,737 -26,925	-5%	-$688K	1.52%	22
2025 Q1	$15.3M	Sell	593,662 -252,832	-30%	-$6.46M	1.64%	19
2024 Q4	$21.5M	Buy	846,494 +679,633	+407%	+$17.6M	2.3%	10
2024 Q3	$4.46M	Buy	+166,861	New	+$4.36M	0.47%	38

Other funds holding IBDZ

CIA

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

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

SVWA

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

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

ACA

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 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

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

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

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

MV Capital Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 31% in Q1 2026, buying an estimated $4.57M and bringing the position to 730,868 shares worth $19M. The position accounts for 1.87% of the portfolio, ranked #19.

MV Capital Management first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.5M in Q4 2024. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

MV Capital Management held 730,868 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $19M as of Q1 2026.
MV Capital Management bought 173,503 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $4.57M.
iShares iBonds Dec 2034 Term Corporate ETF made up 1.87% of MV Capital Management's portfolio in Q1 2026, its #19 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
MV Capital Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $21.5M in Q4 2024.
119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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