MV Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTI
SWA
AAP
IWC
B
MV Capital Management's IBTI Position: Q2 2026 in Review
MV Capital Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.5% in Q2 2026, buying an estimated $142K and bringing the position to 424,248 shares worth $9.39M. The position accounts for 0.83% of the portfolio, ranked #35.
MV Capital Management first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.
- MV Capital Management held 424,248 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $9.39M as of Q2 2026.
- MV Capital Management bought 6,392 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $142K.
- iShares iBonds Dec 2028 Term Treasury ETF made up 0.83% of MV Capital Management's portfolio in Q2 2026, its #35 holding.
- MV Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
- 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.
Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.