Chesley Taft & Associates’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Chesley Taft & Associates’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	56,900 +1,900	+3%	+$47.9K	0.06%	187
2026 Q1	$1.39M	Buy	55,000 +3,000	+6%	+$76.5K	0.06%	190
2025 Q4	$1.33M	Buy	52,000 +6,100	+13%	+$156K	0.05%	191
2025 Q3	$1.18M	Buy	45,900 +17,100	+59%	+$434K	0.05%	191
2025 Q2	$728K	Buy	28,800 +19,300	+203%	+$479K	0.03%	230
2025 Q1	$237K	Buy	+9,500	New	+$235K	0.01%	319

Other funds holding IBDX

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

WPW

Winthrop Partners - WNY Buffalo, New York $202M AUM

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.5% in Q2 2026, buying an estimated $47.9K and bringing the position to 56,900 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #187.

Chesley Taft & Associates first reported a position in IBDX in Q1 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Chesley Taft & Associates held 56,900 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.43M as of Q2 2026.
Chesley Taft & Associates bought 1,900 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $47.9K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.06% of Chesley Taft & Associates's portfolio in Q2 2026, its #187 holding.
Chesley Taft & Associates first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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