MCM
IBTF

MV Capital Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

MV Capital Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-651,601
Closed -$15.2M – 1206
2025
Q3 		$15.2M Sell
651,601
-4,263
-0.6% -$99.5K 1.46% 21
2025
Q2 		$15.3M Sell
655,864
-8,549
-1% -$199K 1.58% 20
2025
Q1 		$15.5M Buy
664,413
+2,872
+0.4% +$67K 1.67% 18
2024
Q4 		$15.4M Buy
661,541
+2,179
+0.3% +$50.8K 1.65% 15
2024
Q3 		$15.4M Sell
659,362
-6,801
-1% -$158K 1.64% 14
2024
Q2 		$15.5M Sell
666,163
-1,828
-0.3% -$42.3K 1.74% 13
2024
Q1 		$15.5M Buy
667,991
+9,342
+1% +$217K 1.78% 11
2023
Q4 		$15.3M Buy
658,649
+1,892
+0.3% +$43.7K 1.94% 12
2023
Q3 		$15.2M Sell
656,757
-79,960
-11% -$1.85M 2.02% 13
2023
Q2 		$17M Buy
736,717
+256,376
+53% +$5.99M 2.26% 12
2023
Q1 		$11.3M Buy
+480,341
New +$11.2M 1.59% 16

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

MV Capital Management's IBTF Position: Q4 2025 in Review

MV Capital Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 651,601 shares — an estimated $15.2M sold.

MV Capital Management first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $17M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • MV Capital Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • MV Capital Management sold 651,601 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $15.2M.
  • MV Capital Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • MV Capital Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $17M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on MV Capital Management's 13F filing for Q4 2025, filed 23 Feb 2026.