MV Capital Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
604,366
+14,820
| +3% | +$333K | 1.4% | 25 |
|
|
2025
Q1 | $13.2M | Buy |
589,546
+63,051
| +12% | +$1.41M | 1.42% | 25 |
|
|
2024
Q4 | $11.7M | Buy |
526,495
+23,976
| +5% | +$532K | 1.25% | 26 |
|
|
2024
Q3 | $11.4M | Buy |
502,519
+9,529
| +2% | +$216K | 1.21% | 28 |
|
|
2024
Q2 | $10.9M | Buy |
492,990
+4,752
| +1% | +$105K | 1.22% | 27 |
|
|
2024
Q1 | $10.8M | Buy |
488,238
+56,507
| +13% | +$1.25M | 1.24% | 27 |
|
|
2023
Q4 | $9.67M | Buy |
431,731
+71,835
| +20% | +$1.61M | 1.22% | 23 |
|
|
2023
Q3 | $7.86M | Buy |
359,896
+345,746
| +2,443% | +$7.55M | 1.05% | 25 |
|
|
2023
Q2 | $313K | Buy |
+14,150
| New | +$313K | 0.04% | 130 |
|