Chesley Taft & Associates’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$589K	Buy	26,400 +3,400	+15%	+$75.9K	0.02%	266
2026 Q2	$515K	Hold	23,000	–	–	0.02%	280
2026 Q1	$516K	Buy	23,000 +4,000	+21%	+$89.9K	0.02%	275
2025 Q4	$427K	Hold	19,000	–	–	0.02%	298
2025 Q3	$428K	Hold	19,000	–	–	0.02%	281
2025 Q2	$427K	Buy	19,000 +3,400	+22%	+$76.2K	0.02%	270
2025 Q1	$350K	Buy	+15,600	New	+$347K	0.02%	281

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

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

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 15% in Q3 2026, buying an estimated $75.9K and bringing the position to 26,400 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #266.

Chesley Taft & Associates first reported a position in IBTH in Q1 2025 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Chesley Taft & Associates held 26,400 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $589K as of Q3 2026.
Chesley Taft & Associates bought 3,400 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $75.9K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q3 2026, its #266 holding.
Chesley Taft & Associates first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
241 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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