MV Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Hold	14,457	–	–	0.03%	147
2026 Q1	$368K	Hold	14,457	–	–	0.04%	139
2025 Q4	$367K	Buy	+14,457	New	+$367K	0.04%	142
2022 Q4	–	Sell	-953	Closed	-$23K	–	679
2022 Q3	$23K	Hold	953	–	–	﹤0.01%	315
2022 Q2	$24K	Hold	953	–	–	﹤0.01%	301
2022 Q1	$24K	Hold	953	–	–	﹤0.01%	311
2021 Q4	$26K	Hold	953	–	–	﹤0.01%	282
2021 Q3	$26K	Hold	953	–	–	﹤0.01%	277
2021 Q2	$26K	Hold	953	–	–	﹤0.01%	255
2021 Q1	$26K	Buy	+953	New	+$25.9K	﹤0.01%	206

Other funds holding IBMP

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MV Capital Management held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 14,457 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #147.

MV Capital Management first reported a position in IBMP in Q1 2021 and has held it in 10 quarters since. The position peaked at $368K in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

MV Capital Management held 14,457 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $367K as of Q2 2026.
MV Capital Management left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of MV Capital Management's portfolio in Q2 2026, its #147 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2021 and has held it in 10 quarters since.
MV Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $368K in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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