MA
IBDR icon

MCF Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

MCF Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.59M Buy
230,542
+1,436
+0.6% +$34.8K 0.24% 57
2025
Q4 		$5.55M Sell
229,106
-77,093
-25% -$1.87M 0.31% 40
2025
Q3 		$7.44M Buy
306,199
+18,293
+6% +$443K 0.46% 26
2025
Q2 		$6.98M Sell
287,906
-560
-0.2% -$13.5K 0.46% 27
2025
Q1 		$6.98M Sell
288,466
-191
-0.1% -$4.61K 0.5% 25
2024
Q4 		$6.95M Buy
288,657
+7,408
+3% +$179K 0.49% 25
2024
Q3 		$6.83M Buy
281,249
+7,326
+3% +$176K 0.48% 27
2024
Q2 		$6.52M Buy
273,923
+1,779
+0.7% +$42.2K 0.49% 26
2024
Q1 		$6.49M Buy
272,144
+28,650
+12% +$683K 0.5% 24
2023
Q4 		$5.82M Sell
243,494
-14,119
-5% -$332K 0.48% 24
2023
Q3 		$6.01M Buy
257,613
+48,144
+23% +$1.13M 0.54% 26
2023
Q2 		$4.92M Sell
209,469
-47,221
-18% -$1.12M 0.44% 26
2023
Q1 		$6.09M Buy
256,690
+26,136
+11% +$615K 0.57% 25
2022
Q4 		$5.38M Buy
230,554
+182,919
+384% +$4.25M 0.55% 25
2022
Q3 		$1.1M Hold
47,635
– – 0.12% 57
2022
Q2 		$1.13M Hold
47,635
– – 0.12% 51
2022
Q1 		$1.17M Buy
+47,635
New +$1.2M 0.11% 54
2021
Q4 		– Sell
-32,295
Closed -$856K – 327
2021
Q3 		$856K Hold
32,295
– – 0.09% 62
2021
Q2 		$859K Hold
32,295
– – 0.09% 59
2021
Q1 		$851K Hold
32,295
– – 0.1% 60
2020
Q4 		$875K Buy
32,295
+4,404
+16% +$118K 0.1% 53
2020
Q3 		$748K Hold
27,891
– – 0.1% 56
2020
Q2 		$744K Hold
27,891
– – 0.1% 50
2020
Q1 		$685K Hold
27,891
– – 0.11% 53
2019
Q4 		$713K Buy
27,891
+23,771
+577% +$605K 0.11% 71
2019
Q3 		$105K Hold
4,120
– – 0.02% 180
2019
Q2 		$103K Hold
4,120
– – 0.02% 183
2019
Q1 		$100K Hold
4,120
– – 0.02% 177
2018
Q4 		$95K Buy
+4,120
New +$94.7K 0.02% 174

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MCF Advisors's IBDR Position: Q1 2026 in Review

MCF Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.63% in Q1 2026, buying an estimated $34.8K and bringing the position to 230,542 shares worth $5.59M. The position accounts for 0.24% of the portfolio, ranked #57.

MCF Advisors first reported a position in IBDR in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.44M in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • MCF Advisors held 230,542 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.59M as of Q1 2026.
  • MCF Advisors bought 1,436 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $34.8K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.24% of MCF Advisors's portfolio in Q1 2026, its #57 holding.
  • MCF Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2018 and has held it in 29 quarters since.
  • MCF Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $7.44M in Q3 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.