MV Capital Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.1M	Buy	703,839 +8,226	+1%	+$188K	1.43%	23
2026 Q1	$15.9M	Buy	695,613 +36,012	+5%	+$825K	1.56%	21
2025 Q4	$15.1M	Buy	659,601 +64,718	+11%	+$1.48M	1.45%	21
2025 Q3	$13.7M	Buy	594,883 +4,416	+0.7%	+$101K	1.31%	26
2025 Q2	$13.5M	Sell	590,467 -8,079	-1%	-$185K	1.39%	26
2025 Q1	$13.7M	Buy	598,546 +21,245	+4%	+$485K	1.47%	23
2024 Q4	$13.2M	Buy	577,301 +10,813	+2%	+$247K	1.41%	23
2024 Q3	$13.1M	Buy	566,488 +4,926	+0.9%	+$113K	1.39%	22
2024 Q2	$12.7M	Buy	561,562 +6,548	+1%	+$148K	1.43%	22
2024 Q1	$12.6M	Buy	555,014 +28,005	+5%	+$637K	1.44%	18
2023 Q4	$12M	Buy	527,009 +36,687	+7%	+$828K	1.52%	17
2023 Q3	$11M	Buy	490,322 +447,664	+1,049%	+$10.1M	1.47%	19
2023 Q2	$966K	Buy	+42,658	New	+$979K	0.13%	81

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

MV Capital Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.2% in Q2 2026, buying an estimated $188K and bringing the position to 703,839 shares worth $16.1M. The position accounts for 1.43% of the portfolio, ranked #23.

MV Capital Management first reported a position in IBTG in Q2 2023 and has held it in 13 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

MV Capital Management held 703,839 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $16.1M as of Q2 2026.
MV Capital Management bought 8,226 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $188K.
iShares iBonds Dec 2026 Term Treasury ETF made up 1.43% of MV Capital Management's portfolio in Q2 2026, its #23 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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