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Chesley Taft & Associates’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Chesley Taft & Associates’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
69,000
+1,000
+1% +$21.8K 0.06% 181
2026
Q1 		$1.49M Hold
68,000
– – 0.06% 185
2025
Q4 		$1.5M Buy
68,000
+3,700
+6% +$81.8K 0.06% 182
2025
Q3 		$1.42M Buy
64,300
+1,500
+2% +$33K 0.06% 177
2025
Q2 		$1.38M Buy
62,800
+3,300
+6% +$71.5K 0.06% 179
2025
Q1 		$1.29M Buy
59,500
+6,400
+12% +$138K 0.06% 177
2024
Q4 		$1.13M Buy
53,100
+13,600
+34% +$294K 0.05% 190
2024
Q3 		$876K Buy
39,500
+12,400
+46% +$270K 0.04% 207
2024
Q2 		$576K Buy
27,100
+15,300
+130% +$323K 0.03% 232
2024
Q1 		$253K Buy
+11,800
New +$252K 0.01% 295

Other funds holding IBDV

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.5% in Q2 2026, buying an estimated $21.8K and bringing the position to 69,000 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #181.

Chesley Taft & Associates first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Chesley Taft & Associates held 69,000 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.5M as of Q2 2026.
  • Chesley Taft & Associates bought 1,000 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $21.8K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.06% of Chesley Taft & Associates's portfolio in Q2 2026, its #181 holding.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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