CTA
IBDU icon

Chesley Taft & Associates’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Chesley Taft & Associates’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Buy
113,900
+11,000
+11% +$255K 0.1% 138
2026
Q1 		$2.39M Buy
102,900
+1,000
+1% +$23.4K 0.1% 139
2025
Q4 		$2.38M Buy
101,900
+6,900
+7% +$162K 0.09% 144
2025
Q3 		$2.23M Buy
95,000
+7,100
+8% +$166K 0.09% 144
2025
Q2 		$2.05M Buy
87,900
+3,300
+4% +$76.1K 0.09% 147
2025
Q1 		$1.96M Buy
84,600
+10,400
+14% +$238K 0.09% 145
2024
Q4 		$1.69M Buy
74,200
+20,600
+38% +$475K 0.08% 157
2024
Q3 		$1.26M Buy
53,600
+15,800
+42% +$366K 0.06% 179
2024
Q2 		$857K Buy
37,800
+15,100
+67% +$341K 0.04% 200
2024
Q1 		$518K Buy
+22,700
New +$518K 0.03% 239

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 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
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 11% in Q2 2026, buying an estimated $255K and bringing the position to 113,900 shares worth $2.64M. The position accounts for 0.1% of the portfolio, ranked #138.

Chesley Taft & Associates first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Chesley Taft & Associates held 113,900 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.64M as of Q2 2026.
  • Chesley Taft & Associates bought 11,000 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $255K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.1% of Chesley Taft & Associates's portfolio in Q2 2026, its #138 holding.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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