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Chesley Taft & Associates’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Chesley Taft & Associates’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+9,000
New +$232K 0.01% 354

Other funds holding IBDY

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Chesley Taft & Associates opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 9,000 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings.

68 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Chesley Taft & Associates held 9,000 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $232K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new Chesley Taft & Associates position in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #354 holding.
  • 68 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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