CX Institutional
IBDS icon

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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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. 418 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.
  • 418 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.