Dearborn Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Dearborn Partners’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	$689K	Buy	28,431 +2,608	+10%	+$63.1K	0.04%	158
2026 Q1	$626K	Buy	25,823 +752	+3%	+$18.3K	0.03%	163
2025 Q4	$609K	Sell	25,071 -279	-1%	-$6.78K	0.03%	163
2025 Q3	$617K	Buy	25,350 +1,413	+6%	+$34.3K	0.03%	162
2025 Q2	$581K	Buy	23,937 +1,463	+7%	+$35.3K	0.03%	161
2025 Q1	$543K	Sell	22,474 -249	-1%	-$5.99K	0.03%	158
2024 Q4	$544K	Buy	22,723 +10	+0%	+$241	0.02%	158
2024 Q3	$554K	Buy	22,713 +187	+0.8%	+$4.51K	0.02%	156
2024 Q2	$535K	Buy	22,526 +846	+4%	+$20K	0.02%	157
2024 Q1	$516K	Buy	21,680 +1,066	+5%	+$25.4K	0.02%	161
2023 Q4	$493K	Buy	20,614 +77	+0.4%	+$1.8K	0.02%	161
2023 Q3	$475K	Buy	+20,537	New	+$479K	0.02%	161
2020 Q1	–	Sell	-13,409	Closed	-$349K	–	228
2019 Q4	$349K	Buy	13,409 +3,635	+37%	+$94.1K	0.02%	181
2019 Q3	$253K	Buy	+9,774	New	+$251K	0.01%	201

Other funds holding IBDS

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

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

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

Dearborn Partners's IBDS Position: Q2 2026 in Review

Dearborn Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 10% in Q2 2026, buying an estimated $63.1K and bringing the position to 28,431 shares worth $689K. The position accounts for 0.04% of the portfolio, ranked #158.

Dearborn Partners first reported a position in IBDS in Q3 2019 and has held it in 14 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Dearborn Partners held 28,431 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $689K as of Q2 2026.
Dearborn Partners bought 2,608 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $63.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Dearborn Partners's portfolio in Q2 2026, its #158 holding.
Dearborn Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2019 and has held it in 14 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.