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MCF Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

MCF Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Buy
77,210
+511
+0.7% +$13.3K 0.09% 111
2025
Q4 		$2M Buy
76,699
+1,028
+1% +$26.9K 0.11% 89
2025
Q3 		$1.98M Buy
75,671
+767
+1% +$19.9K 0.12% 62
2025
Q2 		$1.94M Buy
74,904
+2,753
+4% +$69.8K 0.13% 57
2025
Q1 		$1.84M Buy
72,151
+4,443
+7% +$112K 0.13% 57
2024
Q4 		$1.7M Buy
67,708
+1,011
+2% +$25.9K 0.12% 60
2024
Q3 		$1.76M Buy
66,697
+737
+1% +$19.1K 0.12% 59
2024
Q2 		$1.66M Buy
65,960
+732
+1% +$18.3K 0.13% 57
2024
Q1 		$1.66M Buy
65,228
+6,768
+12% +$172K 0.13% 57
2023
Q4 		$1.51M Buy
58,460
+858
+1% +$21K 0.12% 61
2023
Q3 		$1.38M Buy
+57,602
New +$1.42M 0.12% 59

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MCF Advisors's IBDY Position: Q1 2026 in Review

MCF Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.67% in Q1 2026, buying an estimated $13.3K and bringing the position to 77,210 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #111.

MCF Advisors first reported a position in IBDY in Q3 2023 and has held it in 11 quarters since. The position peaked at $2M in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • MCF Advisors held 77,210 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2M as of Q1 2026.
  • MCF Advisors bought 511 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $13.3K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.09% of MCF Advisors's portfolio in Q1 2026, its #111 holding.
  • MCF Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
  • MCF Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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