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Chesley Taft & Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Chesley Taft & Associates’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.21M Buy
91,112
+1,729
+2% +$41.8K 0.09% 157
2026
Q1 		$2.17M Buy
89,383
+2,834
+3% +$68.8K 0.09% 149
2025
Q4 		$2.1M Buy
86,549
+2,575
+3% +$62.6K 0.08% 156
2025
Q3 		$2.04M Sell
83,974
-700
-0.8% -$17K 0.09% 155
2025
Q2 		$2.06M Buy
84,674
+13,800
+19% +$333K 0.09% 146
2025
Q1 		$1.71M Buy
70,874
+4,770
+7% +$115K 0.08% 156
2024
Q4 		$1.58M Buy
66,104
+27,370
+71% +$659K 0.07% 159
2024
Q3 		$944K Buy
38,734
+6,600
+21% +$159K 0.05% 198
2024
Q2 		$763K Buy
32,134
+3,300
+11% +$78K 0.04% 212
2024
Q1 		$686K Buy
28,834
+6,400
+29% +$152K 0.04% 218
2023
Q4 		$537K Buy
+22,434
New +$524K 0.03% 233

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.9% in Q2 2026, buying an estimated $41.8K and bringing the position to 91,112 shares worth $2.21M. The position accounts for 0.09% of the portfolio, ranked #157.

Chesley Taft & Associates first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Chesley Taft & Associates held 91,112 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.21M as of Q2 2026.
  • Chesley Taft & Associates bought 1,729 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $41.8K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.09% of Chesley Taft & Associates's portfolio in Q2 2026, its #157 holding.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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