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MCF Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

MCF Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-424,253
Closed -$9.87M – 1430
2026
Q1 		$9.87M Buy
424,253
+53,278
+14% +$1.25M 0.43% 39
2025
Q4 		$8.68M Sell
370,975
-12,634
-3% -$296K 0.48% 28
2025
Q3 		$9M Buy
383,609
+472
+0.1% +$11K 0.55% 25
2025
Q2 		$8.94M Buy
383,137
+6,250
+2% +$144K 0.59% 25
2025
Q1 		$8.72M Buy
376,887
+7,013
+2% +$161K 0.63% 23
2024
Q4 		$8.43M Buy
369,874
+8,333
+2% +$192K 0.59% 22
2024
Q3 		$8.5M Buy
361,541
+214,361
+146% +$4.97M 0.6% 23
2024
Q2 		$3.34M Buy
147,180
+1,364
+0.9% +$30.8K 0.25% 32
2024
Q1 		$3.33M Buy
145,816
+18,962
+15% +$433K 0.26% 32
2023
Q4 		$2.93M Buy
126,854
+1,712
+1% +$37.9K 0.24% 34
2023
Q3 		$2.74M Buy
125,142
+111,819
+839% +$2.49M 0.25% 36
2023
Q2 		$299K Hold
13,323
– – 0.03% 175
2023
Q1 		$305K Hold
13,323
– – 0.03% 169
2022
Q4 		$295K Sell
13,323
-4,352
-25% -$95.9K 0.03% 175
2022
Q3 		$385K Hold
17,675
– – 0.04% 132
2022
Q2 		$404K Hold
17,675
– – 0.04% 118
2022
Q1 		$433K Buy
+17,675
New +$446K 0.04% 121
2021
Q4 		– Sell
-17,675
Closed -$470K – 330
2021
Q3 		$470K Hold
17,675
– – 0.05% 107
2021
Q2 		$474K Hold
17,675
– – 0.05% 94
2021
Q1 		$462K Hold
17,675
– – 0.05% 89
2020
Q4 		$486K Buy
17,675
+3,688
+26% +$100K 0.06% 81
2020
Q3 		$378K Hold
13,987
– – 0.05% 92
2020
Q2 		$374K Hold
13,987
– – 0.05% 90
2020
Q1 		$337K Hold
13,987
– – 0.06% 97
2019
Q4 		$357K Buy
+13,987
New +$356K 0.05% 108

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MCF Advisors's IBDU Position: Q2 2026 in Review

MCF Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 424,253 shares — an estimated $9.87M sold.

MCF Advisors first reported a position in IBDU in Q4 2019 and held it in 25 quarters. The position peaked at $9.87M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • MCF Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • MCF Advisors sold 424,253 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $9.87M.
  • MCF Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and held it in 25 quarters.
  • MCF Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $9.87M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.