CTA
IBDH

Chesley Taft & Associates’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Chesley Taft & Associates’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,200
Closed -$281K – 291
2018
Q3 		$281K Sell
11,200
-700
-6% -$17.6K 0.02% 255
2018
Q2 		$299K Buy
11,900
+3,200
+37% +$80.4K 0.03% 246
2018
Q1 		$219K Buy
8,700
+100
+1% +$2.51K 0.02% 257
2017
Q4 		$216K Sell
8,600
-200
-2% -$5.03K 0.02% 278
2017
Q3 		$222K Buy
+8,800
New +$222K 0.02% 272

Chesley Taft & Associates's IBDH Position: Q4 2018 in Review

Chesley Taft & Associates sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 11,200 shares — an estimated $281K sold.

Chesley Taft & Associates first reported a position in IBDH in Q3 2017 and held it in 5 quarters. The position peaked at $299K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Chesley Taft & Associates reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 11,200 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $281K.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q3 2017 and held it in 5 quarters.
  • Chesley Taft & Associates's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $299K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Chesley Taft & Associates's 13F filing for Q4 2018, filed 7 Jan 2019.