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MV Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

MV Capital Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$367K Hold
14,375
– – 0.04% 140
2025
Q4 		$368K Buy
+14,375
New +$367K 0.04% 141

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

MV Capital Management held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q1 2026 at 14,375 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #140.

MV Capital Management first reported a position in IBMQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $368K in Q4 2025. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • MV Capital Management held 14,375 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $367K as of Q1 2026.
  • MV Capital Management left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of MV Capital Management's portfolio in Q1 2026, its #140 holding.
  • MV Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • MV Capital Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $368K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

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