MA
IBDC

MCF Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

MCF Advisors’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,468
Closed -$168K – 501
2019
Q4 		$168K Hold
6,468
– – 0.03% 159
2019
Q3 		$169K Hold
6,468
– – 0.03% 154
2019
Q2 		$169K Buy
6,468
+188
+3% +$4.9K 0.03% 154
2019
Q1 		$164K Buy
6,280
+1,601
+34% +$41.6K 0.03% 150
2018
Q4 		$121K Buy
4,679
+1,813
+63% +$47K 0.02% 161
2018
Q3 		$74K Hold
2,866
– – 0.01% 188
2018
Q2 		$74K Hold
2,866
– – 0.01% 184
2018
Q1 		$74K Hold
2,866
– – 0.01% 188
2017
Q4 		$75K Buy
+2,866
New +$75K 0.01% 193

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

MCF Advisors's IBDC Position: Q1 2020 in Review

MCF Advisors sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 6,468 shares — an estimated $168K sold.

MCF Advisors first reported a position in IBDC in Q4 2017 and held it in 9 quarters. The position peaked at $169K in Q3 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • MCF Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • MCF Advisors sold 6,468 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $168K.
  • MCF Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2017 and held it in 9 quarters.
  • MCF Advisors's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $169K in Q3 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on MCF Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.