MCF Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

MCF Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$486K	Buy	21,464 +77	+0.4%	+$1.75K	0.02%	291
2026 Q1	$491K	Buy	21,387 +52	+0.2%	+$1.2K	0.02%	263
2025 Q4	$492K	Sell	21,335 -12,913	-38%	-$300K	0.03%	207
2025 Q3	$801K	Buy	34,248 +4,403	+15%	+$102K	0.05%	118
2025 Q2	$693K	Buy	29,845 +8,793	+42%	+$203K	0.05%	118
2025 Q1	$489K	Buy	21,052 +52	+0.2%	+$1.21K	0.04%	152
2024 Q4	$486K	Buy	+21,000	New	+$488K	0.03%	150

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

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

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

MCF Advisors's IBHF Position: Q2 2026 in Review

MCF Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.36% in Q2 2026, buying an estimated $1.75K and bringing the position to 21,464 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #291.

MCF Advisors first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $801K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

MCF Advisors held 21,464 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $486K as of Q2 2026.
MCF Advisors bought 77 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.75K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.02% of MCF Advisors's portfolio in Q2 2026, its #291 holding.
MCF Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
MCF Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $801K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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