MCF Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

MCF Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.23M	Buy	155,130 +1,652	+1%	+$34.5K	0.12%	100
2026 Q1	$3.21M	Buy	153,478 +1,049	+0.7%	+$22.2K	0.14%	83
2025 Q4	$3.22M	Buy	152,429 +2,134	+1%	+$45.2K	0.18%	60
2025 Q3	$3.19M	Buy	150,295 +1,589	+1%	+$33.5K	0.2%	45
2025 Q2	$3.13M	Buy	148,706 +4,049	+3%	+$83.6K	0.21%	43
2025 Q1	$3M	Buy	144,657 +5,893	+4%	+$121K	0.22%	40
2024 Q4	$2.82M	Buy	138,764 +2,117	+2%	+$43.8K	0.2%	42
2024 Q3	$2.9M	Buy	136,647 +1,569	+1%	+$32.7K	0.2%	37
2024 Q2	$2.74M	Buy	135,078 +1,593	+1%	+$32.1K	0.21%	38
2024 Q1	$2.74M	Buy	133,485 +4,666	+4%	+$95.4K	0.21%	39
2023 Q4	$2.68M	Buy	128,819 +2,029	+2%	+$40K	0.22%	40
2023 Q3	$2.46M	Buy	126,790 +121,891	+2,488%	+$2.43M	0.22%	42
2023 Q2	$99.3K	Hold	4,899	–	–	0.01%	289
2023 Q1	$101K	Hold	4,899	–	–	0.01%	283
2022 Q4	$97.5K	Buy	+4,899	New	+$97K	0.01%	278

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

MCF Advisors's IBDW Position: Q2 2026 in Review

MCF Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.1% in Q2 2026, buying an estimated $34.5K and bringing the position to 155,130 shares worth $3.23M. The position accounts for 0.12% of the portfolio, ranked #100.

MCF Advisors first reported a position in IBDW in Q4 2022 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

MCF Advisors held 155,130 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.23M as of Q2 2026.
MCF Advisors bought 1,652 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $34.5K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.12% of MCF Advisors's portfolio in Q2 2026, its #100 holding.
MCF Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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