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 Q3	$1.37M	Hold	56,900	–	–	0.05%	184
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Chesley Taft & Associates's IBDX Position: Q3 2026 in Review

Chesley Taft & Associates held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q3 2026 at 56,900 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #184.

Chesley Taft & Associates first reported a position in IBDX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.43M in Q2 2026. 168 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Chesley Taft & Associates held 56,900 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.37M as of Q3 2026.
Chesley Taft & Associates left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.05% of Chesley Taft & Associates's portfolio in Q3 2026, its #184 holding.
Chesley Taft & Associates first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Chesley Taft & Associates's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.43M in Q2 2026.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.