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Chesley Taft & Associates’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Chesley Taft & Associates’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Buy
97,400
+8,900
+10% +$186K 0.08% 162
2026
Q1 		$1.85M Buy
88,500
+8,800
+11% +$186K 0.08% 164
2025
Q4 		$1.69M Buy
79,700
+4,000
+5% +$84.8K 0.07% 174
2025
Q3 		$1.61M Buy
75,700
+10,700
+16% +$225K 0.07% 169
2025
Q2 		$1.37M Buy
65,000
+11,700
+22% +$242K 0.06% 180
2025
Q1 		$1.11M Buy
53,300
+18,100
+51% +$371K 0.05% 190
2024
Q4 		$716K Buy
35,200
+13,200
+60% +$273K 0.03% 230
2024
Q3 		$467K Buy
+22,000
New +$459K 0.02% 255

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 10% in Q2 2026, buying an estimated $186K and bringing the position to 97,400 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #162.

Chesley Taft & Associates first reported a position in IBDW in Q3 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Chesley Taft & Associates held 97,400 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.03M as of Q2 2026.
  • Chesley Taft & Associates bought 8,900 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $186K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.08% of Chesley Taft & Associates's portfolio in Q2 2026, its #162 holding.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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