MCM
MV Capital Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $859K | Buy |
43,300
+5,124
| +13% | +$102K | 0.09% | 102 |
|
2025
Q1 | $751K | Hold |
38,176
| – | – | 0.08% | 105 |
|
2024
Q4 | $733K | Buy |
38,176
+12,706
| +50% | +$244K | 0.08% | 100 |
|
2024
Q3 | $511K | Buy |
25,470
+261
| +1% | +$5.23K | 0.05% | 118 |
|
2024
Q2 | $486K | Buy |
25,209
+524
| +2% | +$10.1K | 0.05% | 116 |
|
2024
Q1 | $479K | Buy |
24,685
+8,152
| +49% | +$158K | 0.05% | 118 |
|
2023
Q4 | $326K | Buy |
+16,533
| New | +$326K | 0.04% | 133 |
|