MCF Advisors
IBTH icon

MCF Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

MCF Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,239
Closed -$50.1K – 827
2026
Q2 		$50.1K Buy
2,239
+938
+72% +$21K ﹤0.01% 680
2026
Q1 		$29.2K Hold
1,301
– – ﹤0.01% 723
2025
Q4 		$29.2K Buy
1,301
+22
+2% +$495 ﹤0.01% 613
2025
Q3 		$28.8K Buy
+1,279
New +$28.7K ﹤0.01% 509

Other funds holding IBTH

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

MCF Advisors's IBTH Position: Q3 2026 in Review

MCF Advisors sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026, closing a stake of 2,239 shares — an estimated $50.1K sold.

MCF Advisors first reported a position in IBTH in Q3 2025 and held it in 4 quarters. The position peaked at $50.1K in Q2 2026. 179 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • MCF Advisors reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 2,239 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $50.1K.
  • MCF Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and held it in 4 quarters.
  • MCF Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $50.1K in Q2 2026.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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