MCF Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

MCF Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Hold	38,523	–	–	0.04%	200
2026 Q1	$1M	Hold	38,523	–	–	0.04%	167
2025 Q4	$1.02M	Buy	38,523 +5,666	+17%	+$150K	0.06%	130
2025 Q3	$870K	Hold	32,857	–	–	0.05%	108
2025 Q2	$859K	Buy	+32,857	New	+$840K	0.06%	98

Other funds holding IBDZ

CIA

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

ACA

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

SVWA

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

MCF Advisors's IBDZ Position: Q2 2026 in Review

MCF Advisors held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q2 2026 at 38,523 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #200.

MCF Advisors first reported a position in IBDZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

MCF Advisors held 38,523 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1M as of Q2 2026.
MCF Advisors left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.04% of MCF Advisors's portfolio in Q2 2026, its #200 holding.
MCF Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
MCF Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $1.02M in Q4 2025.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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