Chicago Partners Investment Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Chicago Partners Investment Group’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Buy	10,674 +106	+1%	+$2.57K	0.01%	1309
2026 Q1	$256K	Buy	10,568 +106	+1%	+$2.57K	0.01%	1219
2025 Q4	$254K	Buy	10,462 +109	+1%	+$2.64K	0.01%	1127
2025 Q3	$251K	Buy	+10,353	New	+$251K	0.01%	1043

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Chicago Partners Investment Group's IBDR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q2 2026, buying an estimated $2.57K and bringing the position to 10,674 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1309.

Chicago Partners Investment Group first reported a position in IBDR in Q3 2025 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Chicago Partners Investment Group held 10,674 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $258K as of Q2 2026.
Chicago Partners Investment Group bought 106 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.57K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1309 holding.
Chicago Partners Investment Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.