MCF Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

MCF Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.82M	Buy	175,014 +3,974	+2%	+$86.7K	0.14%	91
2026 Q1	$3.74M	Buy	171,040 +1,056	+0.6%	+$23.3K	0.16%	73
2025 Q4	$3.75M	Buy	169,984 +2,129	+1%	+$47.1K	0.21%	53
2025 Q3	$3.72M	Buy	167,855 +1,600	+1%	+$35.2K	0.23%	42
2025 Q2	$3.65M	Buy	166,255 +3,921	+2%	+$84.9K	0.24%	38
2025 Q1	$3.53M	Buy	162,334 +5,645	+4%	+$121K	0.25%	37
2024 Q4	$3.35M	Buy	156,689 +2,093	+1%	+$45.3K	0.23%	34
2024 Q3	$3.43M	Buy	154,596 +1,550	+1%	+$33.8K	0.24%	34
2024 Q2	$3.25M	Buy	153,046 +1,542	+1%	+$32.6K	0.25%	33
2024 Q1	$3.24M	Buy	151,504 +2,502	+2%	+$53.5K	0.25%	33
2023 Q4	$3.22M	Buy	149,002 +1,983	+1%	+$41K	0.26%	32
2023 Q3	$3M	Buy	147,019 +127,559	+655%	+$2.66M	0.27%	32
2023 Q2	$413K	Hold	19,460	–	–	0.04%	142
2023 Q1	$419K	Hold	19,460	–	–	0.04%	138
2022 Q4	$405K	Buy	+19,460	New	+$401K	0.04%	139

Other funds holding IBDV

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MCF Advisors's IBDV Position: Q2 2026 in Review

MCF Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.3% in Q2 2026, buying an estimated $86.7K and bringing the position to 175,014 shares worth $3.82M. The position accounts for 0.14% of the portfolio, ranked #91.

MCF Advisors first reported a position in IBDV in Q4 2022 and has held it in 15 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

MCF Advisors held 175,014 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.82M as of Q2 2026.
MCF Advisors bought 3,974 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $86.7K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of MCF Advisors's portfolio in Q2 2026, its #91 holding.
MCF Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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