Chesley Taft & Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
104,993
+18,950
| +22% | +$460K | 0.11% | 132 |
|
|
2025
Q1 | $2.08M | Buy |
86,043
+1,269
| +1% | +$30.7K | 0.1% | 141 |
|
|
2024
Q4 | $2.04M | Buy |
84,774
+16,710
| +25% | +$402K | 0.09% | 143 |
|
|
2024
Q3 | $1.65M | Buy |
68,064
+12,875
| +23% | +$313K | 0.08% | 153 |
|
|
2024
Q2 | $1.31M | Sell |
55,189
-2,325
| -4% | -$55.4K | 0.07% | 166 |
|
|
2024
Q1 | $1.37M | Buy |
57,514
+11,800
| +26% | +$281K | 0.07% | 165 |
|
|
2023
Q4 | $1.09M | Buy |
45,714
+17,516
| +62% | +$419K | 0.06% | 178 |
|
|
2023
Q3 | $658K | Buy |
28,198
+2,600
| +10% | +$60.7K | 0.04% | 206 |
|
|
2023
Q2 | $601K | Buy |
25,598
+4,600
| +22% | +$108K | 0.04% | 212 |
|
|
2023
Q1 | $498K | Buy |
20,998
+2,800
| +15% | +$66.4K | 0.03% | 226 |
|
|
2022
Q4 | $425K | Buy |
18,198
+9,098
| +100% | +$212K | 0.03% | 226 |
|
|
2022
Q3 | $210K | Buy |
+9,100
| New | +$210K | 0.02% | 275 |
|