Chicago Partners Investment Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.38M	Buy	190,305 +2,147	+1%	+$49.8K	0.09%	203
2026 Q1	$4.38M	Buy	188,158 +177,367	+1,644%	+$4.15M	0.1%	184
2025 Q4	$253K	Buy	10,791 +125	+1%	+$2.93K	0.01%	1130
2025 Q3	$251K	Buy	+10,666	New	+$249K	0.01%	1047

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Chicago Partners Investment Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $49.8K and bringing the position to 190,305 shares worth $4.38M. The position accounts for 0.09% of the portfolio, ranked #203.

Chicago Partners Investment Group first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.38M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Chicago Partners Investment Group held 190,305 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.38M as of Q2 2026.
Chicago Partners Investment Group bought 2,147 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $49.8K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of Chicago Partners Investment Group's portfolio in Q2 2026, its #203 holding.
Chicago Partners Investment Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Chicago Partners Investment Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.38M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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