MA
IBDP

MCF Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

MCF Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-367,734
Closed -$9.27M – 1057
2024
Q3 		$9.27M Sell
367,734
-6,768
-2% -$170K 0.65% 22
2024
Q2 		$9.41M Buy
374,502
+499
+0.1% +$12.5K 0.71% 22
2024
Q1 		$9.37M Sell
374,003
-2,238
-0.6% -$55.9K 0.73% 22
2023
Q4 		$9.37M Buy
376,241
+10,073
+3% +$250K 0.77% 21
2023
Q3 		$9.06M Buy
366,168
+39,097
+12% +$964K 0.82% 23
2023
Q2 		$8.05M Sell
327,071
-112,504
-26% -$2.77M 0.73% 24
2023
Q1 		$10.8M Buy
439,575
+27,421
+7% +$673K 1.01% 22
2022
Q4 		$10.1M Buy
412,154
+34,910
+9% +$851K 1.03% 20
2022
Q3 		$9.19M Buy
377,244
+17,289
+5% +$427K 1.02% 20
2022
Q2 		$8.91M Buy
359,955
+291,990
+430% +$7.26M 0.94% 18
2022
Q1 		$1.71M Buy
+67,965
New +$1.73M 0.16% 43
2021
Q4 		– Sell
-56,742
Closed -$1.49M – 726
2021
Q3 		$1.49M Buy
56,742
+13
+0% +$342 0.15% 44
2021
Q2 		$1.5M Buy
56,729
+15
+0% +$396 0.15% 42
2021
Q1 		$1.5M Buy
56,714
+10
+0% +$265 0.17% 44
2020
Q4 		$1.51M Buy
56,704
+15,461
+37% +$409K 0.18% 39
2020
Q3 		$1.09M Sell
41,243
-2,052
-5% -$54.3K 0.14% 44
2020
Q2 		$1.14M Sell
43,295
-7,416
-15% -$191K 0.16% 40
2020
Q1 		$1.25M Buy
50,711
+23
+0% +$585 0.21% 42
2019
Q4 		$1.3M Buy
50,688
+24,847
+96% +$637K 0.2% 50
2019
Q3 		$664K Buy
25,841
+23
+0.1% +$588 0.11% 72
2019
Q2 		$658K Buy
25,818
+24
+0.1% +$600 0.11% 69
2019
Q1 		$642K Buy
25,794
+4,919
+24% +$120K 0.11% 67
2018
Q4 		$499K Sell
20,875
-2,033
-9% -$48.5K 0.1% 74
2018
Q3 		$552K Hold
22,908
– – 0.1% 70
2018
Q2 		$551K Hold
22,908
– – 0.11% 65
2018
Q1 		$559K Buy
22,908
+8,627
+60% +$212K 0.11% 58
2017
Q4 		$358K Hold
14,281
– – 0.07% 81
2017
Q3 		$360K Buy
14,281
+13,508
+1,747% +$340K 0.07% 76
2017
Q2 		$19K Buy
+773
New +$19.3K ﹤0.01% 318

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MCF Advisors's IBDP Position: Q4 2024 in Review

MCF Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 367,734 shares — an estimated $9.27M sold.

MCF Advisors first reported a position in IBDP in Q2 2017 and held it in 29 quarters. The position peaked at $10.8M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • MCF Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • MCF Advisors sold 367,734 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $9.27M.
  • MCF Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2017 and held it in 29 quarters.
  • MCF Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $10.8M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on MCF Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.