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Chesley Taft & Associates’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Chesley Taft & Associates’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426K Hold
18,600
– – 0.02% 295
2026
Q1 		$426K Hold
18,600
– – 0.02% 289
2025
Q4 		$425K Hold
18,600
– – 0.02% 299
2025
Q3 		$427K Hold
18,600
– – 0.02% 282
2025
Q2 		$426K Hold
18,600
– – 0.02% 271
2025
Q1 		$427K Hold
18,600
– – 0.02% 264
2024
Q4 		$424K Buy
18,600
+7,000
+60% +$160K 0.02% 265
2024
Q3 		$268K Buy
+11,600
New +$265K 0.01% 296

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Chesley Taft & Associates held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 18,600 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #295.

Chesley Taft & Associates first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $427K in Q3 2025. 88 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Chesley Taft & Associates held 18,600 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $426K as of Q2 2026.
  • Chesley Taft & Associates left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #295 holding.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Chesley Taft & Associates's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $427K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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