MV Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
251,720
+41,578
| +20% | +$930K | 0.58% | 34 |
|
|
2025
Q1 | $4.68M | Buy |
210,142
+68,085
| +48% | +$1.51M | 0.5% | 35 |
|
|
2024
Q4 | $3.11M | Buy |
142,057
+33,604
| +31% | +$736K | 0.33% | 51 |
|
|
2024
Q3 | $2.44M | Buy |
108,453
+22,453
| +26% | +$505K | 0.26% | 75 |
|
|
2024
Q2 | $1.88M | Buy |
86,000
+1,646
| +2% | +$35.9K | 0.21% | 76 |
|
|
2024
Q1 | $1.85M | Buy |
84,354
+27,952
| +50% | +$613K | 0.21% | 77 |
|
|
2023
Q4 | $1.25M | Buy |
+56,402
| New | +$1.25M | 0.16% | 75 |
|