MV Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.12M	Buy	142,758 +1,482	+1%	+$32.5K	0.31%	58
2025 Q4	$3.1M	Buy	141,276 +3,870	+3%	+$85K	0.3%	60
2025 Q3	$3.02M	Buy	137,406 +16,451	+14%	+$360K	0.29%	66
2025 Q2	$2.65M	Buy	120,955 +16,847	+16%	+$366K	0.27%	70
2025 Q1	$2.27M	Buy	104,108 +16,722	+19%	+$359K	0.24%	74
2024 Q4	$1.86M	Buy	87,386 +16,256	+23%	+$350K	0.2%	79
2024 Q3	$1.57M	Buy	71,130 +3,664	+5%	+$80.1K	0.17%	84
2024 Q2	$1.44M	Buy	67,466 +1,895	+3%	+$40.2K	0.16%	82
2024 Q1	$1.41M	Buy	65,571 +14,951	+30%	+$322K	0.16%	83
2023 Q4	$1.1M	Buy	+50,620	New	+$1.07M	0.14%	81

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial

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

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return