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Chesley Taft & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Chesley Taft & Associates’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.92M Buy
73,726
+3,470
+5% +$184K 0.15% 116
2026
Q1 		$3.74M Buy
70,256
+670
+1% +$36.1K 0.16% 114
2025
Q4 		$3.75M Buy
69,586
+2,850
+4% +$154K 0.15% 113
2025
Q3 		$3.61M Buy
66,736
+2,710
+4% +$145K 0.15% 118
2025
Q2 		$3.41M Buy
64,026
+2,553
+4% +$133K 0.15% 114
2025
Q1 		$3.23M Sell
61,473
-797
-1% -$41.4K 0.16% 114
2024
Q4 		$3.21M Sell
62,270
-1,414
-2% -$74K 0.15% 111
2024
Q3 		$3.42M Buy
63,684
+1,145
+2% +$60.4K 0.16% 103
2024
Q2 		$3.21M Buy
62,539
+900
+1% +$45.8K 0.16% 103
2024
Q1 		$3.18M Buy
61,639
+3,285
+6% +$169K 0.16% 107
2023
Q4 		$3.03M Sell
58,354
-1,210
-2% -$59.8K 0.17% 108
2023
Q3 		$2.9M Sell
59,564
-3,355
-5% -$167K 0.19% 108
2023
Q2 		$3.18M Sell
62,919
-190
-0.3% -$9.66K 0.19% 103
2023
Q1 		$3.24M Buy
63,109
+1,405
+2% +$71.2K 0.21% 102
2022
Q4 		$3.05M Sell
61,704
-2,360
-4% -$116K 0.21% 106
2022
Q3 		$3.09M Buy
64,064
+755
+1% +$38.6K 0.23% 97
2022
Q2 		$3.23M Sell
63,309
-1,816
-3% -$94.7K 0.22% 103
2022
Q1 		$3.48M Sell
65,125
-4,138
-6% -$235K 0.2% 105
2021
Q4 		$4.11M Buy
69,263
+275
+0.4% +$16.4K 0.21% 99
2021
Q3 		$4.14M Buy
68,988
+675
+1% +$41K 0.24% 95
2021
Q2 		$4.13M Buy
68,313
+5,000
+8% +$299K 0.24% 92
2021
Q1 		$3.74M Sell
63,313
-16,495
-21% -$998K 0.22% 92
2020
Q4 		$4.93M Buy
79,808
+3,035
+4% +$186K 0.32% 74
2020
Q3 		$4.67M Sell
76,773
-1,285
-2% -$78.4K 0.33% 72
2020
Q2 		$4.71M Buy
78,058
+4,385
+6% +$255K 0.36% 71
2020
Q1 		$4.05M Buy
73,673
+8,725
+13% +$504K 0.37% 71
2019
Q4 		$3.77M Buy
64,948
+4,957
+8% +$287K 0.27% 80
2019
Q3 		$3.48M Buy
59,991
+3,012
+5% +$173K 0.27% 80
2019
Q2 		$3.25M Buy
56,979
+9,174
+19% +$509K 0.25% 81
2019
Q1 		$2.64M Buy
47,805
+1,675
+4% +$90K 0.22% 94
2018
Q4 		$2.42M Sell
46,130
-2,025
-4% -$106K 0.23% 91
2018
Q3 		$2.56M Sell
48,155
-6,345
-12% -$338K 0.2% 101
2018
Q2 		$2.9M Sell
54,500
-1,148
-2% -$61K 0.25% 94
2018
Q1 		$2.98M Sell
55,648
-2,898
-5% -$156K 0.27% 90
2017
Q4 		$3.2M Sell
58,546
-204
-0.3% -$11.2K 0.27% 90
2017
Q3 		$3.24M Buy
58,750
+1,670
+3% +$91.9K 0.28% 91
2017
Q2 		$3.13M Buy
57,080
+1,400
+3% +$76.8K 0.28% 90
2017
Q1 		$3.03M Sell
55,680
-100
-0.2% -$5.43K 0.29% 87
2016
Q4 		$3.02M Buy
55,780
+600
+1% +$32.8K 0.3% 84
2016
Q3 		$3.07M Buy
55,180
+9,430
+21% +$525K 0.31% 82
2016
Q2 		$2.54M Buy
45,750
+1,150
+3% +$63.3K 0.26% 92
2016
Q1 		$2.45M Sell
44,600
-300
-0.7% -$16.2K 0.26% 90
2015
Q4 		$2.41M Buy
+44,900
New +$2.43M 0.25% 99
2014
Q1 		– Sell
-31,800
Closed -$1.72M – 267
2013
Q4 		$1.72M Buy
31,800
+3,950
+14% +$214K 0.17% 123
2013
Q3 		$1.5M Buy
27,850
+432
+2% +$23.2K 0.16% 127
2013
Q2 		$1.48M Buy
+27,418
New +$1.51M 0.17% 123

Other funds holding IGIB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.9% in Q2 2026, buying an estimated $184K and bringing the position to 73,726 shares worth $3.92M. The position accounts for 0.15% of the portfolio, ranked #116.

Chesley Taft & Associates first reported a position in IGIB in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.93M in Q4 2020. 115 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Chesley Taft & Associates held 73,726 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.92M as of Q2 2026.
  • Chesley Taft & Associates bought 3,470 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.15% of Chesley Taft & Associates's portfolio in Q2 2026, its #116 holding.
  • Chesley Taft & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Chesley Taft & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.93M in Q4 2020.
  • 115 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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