MV Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.31M	Buy	417,856 +120,783	+41%	+$2.7M	0.91%	28
2025 Q4	$6.64M	Buy	297,073 +18,741	+7%	+$420K	0.64%	34
2025 Q3	$6.23M	Buy	278,332 +26,612	+11%	+$594K	0.6%	34
2025 Q2	$5.63M	Buy	251,720 +41,578	+20%	+$924K	0.58%	34
2025 Q1	$4.68M	Buy	210,142 +68,085	+48%	+$1.5M	0.5%	35
2024 Q4	$3.11M	Buy	142,057 +33,604	+31%	+$741K	0.33%	51
2024 Q3	$2.44M	Buy	108,453 +22,453	+26%	+$500K	0.26%	75
2024 Q2	$1.88M	Buy	86,000 +1,646	+2%	+$35.7K	0.21%	76
2024 Q1	$1.85M	Buy	84,354 +27,952	+50%	+$615K	0.21%	77
2023 Q4	$1.25M	Buy	+56,402	New	+$1.22M	0.16%	75

Other funds holding IBTI

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return