CTA
IBDP

Chesley Taft & Associates’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Chesley Taft & Associates’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,825
Closed -$802K – 338
2024
Q3 		$802K Sell
31,825
-800
-2% -$20.1K 0.04% 218
2024
Q2 		$820K Sell
32,625
-2,600
-7% -$65.1K 0.04% 206
2024
Q1 		$882K Sell
35,225
-7,074
-17% -$177K 0.05% 201
2023
Q4 		$1.05M Buy
42,299
+6,550
+18% +$162K 0.06% 184
2023
Q3 		$884K Buy
35,749
+1,575
+5% +$38.8K 0.06% 185
2023
Q2 		$841K Buy
34,174
+1,075
+3% +$26.4K 0.05% 187
2023
Q1 		$814K Buy
33,099
+7,900
+31% +$194K 0.05% 190
2022
Q4 		$615K Buy
25,199
+10,649
+73% +$259K 0.04% 206
2022
Q3 		$354K Buy
14,550
+6,200
+74% +$153K 0.03% 239
2022
Q2 		$207K Buy
+8,350
New +$208K 0.01% 284

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Chesley Taft & Associates's IBDP Position: Q4 2024 in Review

Chesley Taft & Associates sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 31,825 shares — an estimated $802K sold.

Chesley Taft & Associates first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $1.05M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Chesley Taft & Associates reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Chesley Taft & Associates sold 31,825 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $802K.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Chesley Taft & Associates's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.05M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Chesley Taft & Associates's 13F filing for Q4 2024, filed 17 Jan 2025.