CTA
IBDQ

Chesley Taft & Associates’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Chesley Taft & Associates’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32,100
Closed -$809K – 377
2025
Q3 		$809K Sell
32,100
-6,075
-16% -$153K 0.03% 235
2025
Q2 		$961K Sell
38,175
-11,509
-23% -$289K 0.04% 210
2025
Q1 		$1.25M Sell
49,684
-12,723
-20% -$319K 0.06% 180
2024
Q4 		$1.56M Buy
62,407
+2,925
+5% +$73.3K 0.07% 160
2024
Q3 		$1.49M Buy
59,482
+6,150
+12% +$153K 0.07% 161
2024
Q2 		$1.33M Buy
53,332
+7,800
+17% +$193K 0.07% 165
2024
Q1 		$1.13M Buy
45,532
+2,475
+6% +$61.3K 0.06% 179
2023
Q4 		$1.07M Buy
43,057
+13,632
+46% +$334K 0.06% 179
2023
Q3 		$717K Buy
29,425
+3,325
+13% +$81.1K 0.05% 199
2023
Q2 		$636K Buy
26,100
+1,300
+5% +$31.8K 0.04% 207
2023
Q1 		$608K Buy
24,800
+9,200
+59% +$225K 0.04% 209
2022
Q4 		$379K Buy
+15,600
New +$378K 0.03% 239

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Chesley Taft & Associates's IBDQ Position: Q4 2025 in Review

Chesley Taft & Associates sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 32,100 shares — an estimated $809K sold.

Chesley Taft & Associates first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $1.56M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Chesley Taft & Associates reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 32,100 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $809K.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • Chesley Taft & Associates's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.56M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Chesley Taft & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.