MV Capital Management, Inc. IBDT Holdings History
MV Capital Management, Inc.'s iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, MV Capital Management, Inc. held 640,398.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $16.18 Mil. This investment constitutes 1.74% of their stock portfolio, and MV Capital Management, Inc. now holds 0.58% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2023Q1. And since then MV Capital Management, Inc. has made 8 purchases of IBDT, at an average price of $24.64, for a total of 653,787.00 shares. In addition, there have been 1 sales at an average price of $24.29 for 13,389.00 shares. Based on historical transaction data and IBDT's current price of $25.33, MV Capital Management, Inc.'s estimated gain on his IBDT holdings is $435,634.13, reflecting a 2.70% gain to date.
MV Capital Management, Inc. IBDT ($25.33) Holding Chart
MV Capital Management, Inc. IBDT ($25.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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