Chicago Partners Investment Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	10,652 +112	+1%	+$2.71K	0.01%	1313
2026 Q1	$255K	Buy	10,540 +111	+1%	+$2.69K	0.01%	1221
2025 Q4	$254K	Buy	10,429 +113	+1%	+$2.75K	0.01%	1129
2025 Q3	$251K	Buy	+10,316	New	+$250K	0.01%	1045

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

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

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

Chicago Partners Investment Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.1% in Q2 2026, buying an estimated $2.71K and bringing the position to 10,652 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #1313.

Chicago Partners Investment Group first reported a position in IBDS in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Chicago Partners Investment Group held 10,652 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $257K as of Q2 2026.
Chicago Partners Investment Group bought 112 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $2.71K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1313 holding.
Chicago Partners Investment Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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