MV Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
120,955
+16,847
| +16% | +$369K | 0.27% | 70 |
|
|
2025
Q1 | $2.27M | Buy |
104,108
+16,722
| +19% | +$364K | 0.24% | 74 |
|
|
2024
Q4 | $1.86M | Buy |
87,386
+16,256
| +23% | +$347K | 0.2% | 79 |
|
|
2024
Q3 | $1.57M | Buy |
71,130
+3,664
| +5% | +$81K | 0.17% | 84 |
|
|
2024
Q2 | $1.44M | Buy |
67,466
+1,895
| +3% | +$40.5K | 0.16% | 82 |
|
|
2024
Q1 | $1.41M | Buy |
65,571
+14,951
| +30% | +$321K | 0.16% | 83 |
|
|
2023
Q4 | $1.1M | Buy |
+50,620
| New | +$1.1M | 0.14% | 81 |
|