Chicago Partners Investment Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.69M	Buy	186,556 +1,914	+1%	+$48.3K	0.09%	189
2026 Q1	$4.68M	Buy	184,642 +163,068	+756%	+$4.15M	0.1%	168
2025 Q4	$550K	Buy	21,574 +114	+0.5%	+$2.9K	0.01%	708
2025 Q3	$549K	Buy	21,460 +9,825	+84%	+$250K	0.01%	655
2025 Q2	$295K	Hold	11,635	–	–	0.01%	850
2025 Q1	$293K	Hold	11,635	–	–	0.01%	695
2024 Q4	$290K	Hold	11,635	–	–	0.01%	674
2024 Q3	$293K	Hold	11,635	–	–	0.01%	631
2024 Q2	$291K	Buy	11,635 +135	+1%	+$3.33K	0.01%	601
2024 Q1	$282K	Hold	11,500	–	–	0.01%	589
2023 Q4	$287K	Buy	+11,500	New	+$279K	0.01%	550

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Chicago Partners Investment Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1% in Q2 2026, buying an estimated $48.3K and bringing the position to 186,556 shares worth $4.69M. The position accounts for 0.09% of the portfolio, ranked #189.

Chicago Partners Investment Group first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Chicago Partners Investment Group held 186,556 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.69M as of Q2 2026.
Chicago Partners Investment Group bought 1,914 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $48.3K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.09% of Chicago Partners Investment Group's portfolio in Q2 2026, its #189 holding.
Chicago Partners Investment Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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