CI
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CX Institutional’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

CX Institutional’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 		– Sell
-575
Closed -$14K – 1606
2026
Q1 		$14K Buy
575
+4
+0.7% +$97 ﹤0.01% 1211
2025
Q4 		$14K Buy
571
+8
+1% +$194 ﹤0.01% 1153
2025
Q3 		$14K Buy
+563
New +$13.7K ﹤0.01% 1150

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

CX Institutional's IBDS Position: Q2 2026 in Review

CX Institutional sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 575 shares — an estimated $14K sold.

CX Institutional first reported a position in IBDS in Q3 2025 and held it in 3 quarters. The position peaked at $14K in Q1 2026. 94 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • CX Institutional reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 575 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $14K.
  • CX Institutional first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • CX Institutional's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $14K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.