MCM
MV Capital Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.5M | Sell |
590,467
-8,079
| -1% | -$185K | 1.39% | 26 |
|
2025
Q1 | $13.7M | Buy |
598,546
+21,245
| +4% | +$487K | 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% | +$114K | 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% | +$636K | 1.44% | 18 |
|
2023
Q4 | $12M | Buy |
527,009
+36,687
| +7% | +$838K | 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 | +$966K | 0.13% | 81 |
|