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 Q2	$3.09M	Hold	142,758	–	–	0.27%	65
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MV Capital Management's IBTJ Position: Q2 2026 in Review

MV Capital Management held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 142,758 shares worth $3.09M. The position accounts for 0.27% of the portfolio, ranked #65.

MV Capital Management first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

MV Capital Management held 142,758 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $3.09M as of Q2 2026.
MV Capital Management left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.27% of MV Capital Management's portfolio in Q2 2026, its #65 holding.
MV Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
MV Capital Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $3.12M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.