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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

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

Chesley Taft & Associates held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 23,000 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #280.

Chesley Taft & Associates first reported a position in IBTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $516K in Q1 2026. 97 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Chesley Taft & Associates held 23,000 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $515K as of Q2 2026.
  • Chesley Taft & Associates left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #280 holding.
  • Chesley Taft & Associates first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Chesley Taft & Associates's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $516K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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