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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
Q2 		– Sell
-77,210
Closed -$2M – 1431
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 $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MCF Advisors's IBDY Position: Q2 2026 in Review

MCF Advisors sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026, closing a stake of 77,210 shares — an estimated $2M sold.

MCF Advisors first reported a position in IBDY in Q3 2023 and held it in 11 quarters. The position peaked at $2M in Q4 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • MCF Advisors reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • MCF Advisors sold 77,210 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $2M.
  • MCF Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and held it in 11 quarters.
  • MCF Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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