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 Q2	$4.34M	Buy	210,919 +2,475	+1%	+$51.6K	0.09%	209
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 $14.6B AUM 22.78% 1-Year Est. Return

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Chicago Partners Investment Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.2% in Q2 2026, buying an estimated $51.6K and bringing the position to 210,919 shares worth $4.34M. The position accounts for 0.09% of the portfolio, ranked #209.

Chicago Partners Investment Group first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.38M in Q1 2026. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Chicago Partners Investment Group held 210,919 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.34M as of Q2 2026.
Chicago Partners Investment Group bought 2,475 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $51.6K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.09% of Chicago Partners Investment Group's portfolio in Q2 2026, its #209 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 4 quarters since.
Chicago Partners Investment Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $4.38M in Q1 2026.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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