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Chesley Taft & Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Chesley Taft & Associates’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Sell
80,630
-25,997
-24% -$629K 0.08% 166
2026
Q1 		$2.58M Sell
106,627
-2,616
-2% -$63.4K 0.11% 134
2025
Q4 		$2.65M Buy
109,243
+5,500
+5% +$133K 0.1% 133
2025
Q3 		$2.52M Sell
103,743
-1,250
-1% -$30.3K 0.11% 133
2025
Q2 		$2.55M Buy
104,993
+18,950
+22% +$458K 0.11% 132
2025
Q1 		$2.08M Buy
86,043
+1,269
+1% +$30.6K 0.1% 141
2024
Q4 		$2.04M Buy
84,774
+16,710
+25% +$403K 0.09% 143
2024
Q3 		$1.65M Buy
68,064
+12,875
+23% +$310K 0.08% 153
2024
Q2 		$1.31M Sell
55,189
-2,325
-4% -$55.2K 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% +$411K 0.06% 178
2023
Q3 		$658K Buy
28,198
+2,600
+10% +$60.9K 0.04% 206
2023
Q2 		$601K Buy
25,598
+4,600
+22% +$109K 0.04% 212
2023
Q1 		$498K Buy
20,998
+2,800
+15% +$65.9K 0.03% 226
2022
Q4 		$425K Buy
18,198
+9,098
+100% +$211K 0.03% 226
2022
Q3 		$210K Buy
+9,100
New +$217K 0.02% 275

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Chesley Taft & Associates's IBDR Position: Q2 2026 in Review

Chesley Taft & Associates reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 24% in Q2 2026, selling an estimated $629K and leaving 80,630 shares worth $1.95M. The position accounts for 0.08% of the portfolio, ranked #166.

Chesley Taft & Associates first reported a position in IBDR in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.65M in Q4 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Chesley Taft & Associates held 80,630 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.95M as of Q2 2026.
  • Chesley Taft & Associates sold 25,997 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $629K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of Chesley Taft & Associates's portfolio in Q2 2026, its #166 holding.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
  • Chesley Taft & Associates's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.65M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.