Chesley Taft & Associates’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,600	Closed	-$224K	–	338
2025 Q1	$224K	Sell	9,600 -3,600	-27%	-$84K	0.01%	324
2024 Q4	$308K	Buy	+13,200	New	+$308K	0.01%	289
2024 Q2	–	Sell	-16,700	Closed	-$388K	–	313
2024 Q1	$388K	Hold	16,700	–	–	0.02%	266
2023 Q4	$389K	Buy	16,700 +4,000	+31%	+$92.5K	0.02%	265
2023 Q3	$293K	Buy	12,700 +2,200	+21%	+$50.8K	0.02%	260
2023 Q2	$243K	Buy	+10,500	New	+$246K	0.01%	277

Other funds holding IBTF

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Chesley Taft & Associates's IBTF Position: Q2 2025 in Review

Chesley Taft & Associates sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 9,600 shares — an estimated $224K sold.

Chesley Taft & Associates first reported a position in IBTF in Q2 2023 and held it in 6 quarters. The position peaked at $389K in Q4 2023. 308 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

Chesley Taft & Associates reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Chesley Taft & Associates sold 9,600 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $224K.
Chesley Taft & Associates first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
Chesley Taft & Associates's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $389K in Q4 2023.
308 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Chesley Taft & Associates's 13F filing for Q2 2025, filed 9 Jul 2025.