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Chesley Taft & Associates’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Chesley Taft & Associates’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.57M Buy
101,657
+5,600
+6% +$141K 0.1% 142
2026
Q1 		$2.43M Buy
96,057
+2,800
+3% +$71.2K 0.1% 138
2025
Q4 		$2.37M Buy
93,257
+11,957
+15% +$305K 0.09% 146
2025
Q3 		$2.07M Buy
81,300
+2,150
+3% +$54.6K 0.09% 154
2025
Q2 		$2.01M Buy
79,150
+5,800
+8% +$146K 0.09% 149
2025
Q1 		$1.85M Buy
73,350
+5,400
+8% +$135K 0.09% 150
2024
Q4 		$1.69M Buy
67,950
+15,800
+30% +$397K 0.08% 156
2024
Q3 		$1.33M Buy
52,150
+8,100
+18% +$204K 0.06% 172
2024
Q2 		$1.09M Buy
44,050
+2,750
+7% +$67.8K 0.05% 184
2024
Q1 		$1.03M Buy
41,300
+15,400
+59% +$383K 0.05% 185
2023
Q4 		$650K Buy
25,900
+17,100
+194% +$415K 0.04% 217
2023
Q3 		$211K Buy
+8,800
New +$214K 0.01% 283

Other funds holding IBDT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.8% in Q2 2026, buying an estimated $141K and bringing the position to 101,657 shares worth $2.57M. The position accounts for 0.1% of the portfolio, ranked #142.

Chesley Taft & Associates first reported a position in IBDT in Q3 2023 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Chesley Taft & Associates held 101,657 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.57M as of Q2 2026.
  • Chesley Taft & Associates bought 5,600 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $141K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.1% of Chesley Taft & Associates's portfolio in Q2 2026, its #142 holding.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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