MCF Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

MCF Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-7,217	Closed	-$169K	–	822
2026 Q2	$169K	Hold	7,217	–	–	0.01%	456
2026 Q1	$168K	Buy	+7,217	New	+$170K	0.01%	422

Other funds holding IBHI

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

MCF Advisors's IBHI Position: Q3 2026 in Review

MCF Advisors sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2026, closing a stake of 7,217 shares — an estimated $169K sold.

MCF Advisors first reported a position in IBHI in Q1 2026 and held it in 2 quarters. The position peaked at $169K in Q2 2026. 39 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

MCF Advisors reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 7,217 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $169K.
MCF Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2026 and held it in 2 quarters.
MCF Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $169K in Q2 2026.
39 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.