Chicago Partners Investment Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.38M	Buy	208,444 +196,516	+1,648%	+$4.15M	0.1%	183
2025 Q4	$253K	Buy	11,928 +140	+1%	+$2.97K	0.01%	1131
2025 Q3	$252K	Buy	+11,788	New	+$248K	0.01%	1042

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chicago Partners Investment Group's IBDW Position: Q1 2026 in Review

Chicago Partners Investment Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1,648% in Q1 2026, buying an estimated $4.15M and bringing the position to 208,444 shares worth $4.38M. The position accounts for 0.1% of the portfolio, ranked #183.

Chicago Partners Investment Group first reported a position in IBDW in Q3 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Chicago Partners Investment Group held 208,444 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.38M as of Q1 2026.
Chicago Partners Investment Group bought 196,516 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $4.15M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.1% of Chicago Partners Investment Group's portfolio in Q1 2026, its #183 holding.
Chicago Partners Investment Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.