Number of Shares
593,662.00
Current Holdings Value*
$15.31 Mil
% of Portfolio
1.64%
Total Estimate Gain
$-107,268.87
% of Total Estimate Gain
-0.49%

MV Capital Management, Inc.'s iBonds Dec 2034 Term Corporate ETF Holding Summary

As of 2025-03-31, MV Capital Management, Inc. held 593,662.00 shares of iBonds Dec 2034 Term Corporate ETF(IBDZ), totaling $15.31 Mil. This investment constitutes 1.64% of their stock portfolio, and MV Capital Management, Inc. now holds 5.03% of the outstanding iBonds Dec 2034 Term Corporate ETF(IBDZ) stock.

The initial trade took place in 2024Q3. And since then MV Capital Management, Inc. has made 2 purchases of IBDZ, at an average price of $25.94, for a total of 846,494.00 shares. In addition, there have been 1 sales at an average price of $25.55 for 252,832.00 shares. Based on historical transaction data and IBDZ's current price of $25.93, MV Capital Management, Inc.'s estimated gain on his IBDZ holdings is $-107,268.87, reflecting a -0.49% gain to date.

MV Capital Management, Inc. IBDZ ($25.93) Holding Chart

MV Capital Management, Inc. IBDZ ($25.93) 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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