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Chesley Taft & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Chesley Taft & Associates’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.22M Buy
80,593
+1,900
+2% +$99.6K 0.16% 108
2026
Q1 		$4.14M Buy
78,693
+2,124
+3% +$112K 0.17% 101
2025
Q4 		$4.05M Buy
76,569
+1,790
+2% +$94.8K 0.16% 110
2025
Q3 		$3.97M Sell
74,779
-75
-0.1% -$3.96K 0.17% 109
2025
Q2 		$3.95M Buy
74,854
+160
+0.2% +$8.36K 0.18% 109
2025
Q1 		$3.91M Sell
74,694
-827
-1% -$43K 0.19% 100
2024
Q4 		$3.9M Sell
75,521
-5,675
-7% -$295K 0.18% 101
2024
Q3 		$4.28M Sell
81,196
-510
-0.6% -$26.5K 0.2% 92
2024
Q2 		$4.19M Sell
81,706
-826
-1% -$42.1K 0.21% 89
2024
Q1 		$4.23M Sell
82,532
-7,115
-8% -$364K 0.22% 92
2023
Q4 		$4.6M Sell
89,647
-2,895
-3% -$145K 0.26% 78
2023
Q3 		$4.61M Sell
92,542
-13,435
-13% -$672K 0.3% 75
2023
Q2 		$5.32M Sell
105,977
-1,690
-2% -$85.1K 0.33% 74
2023
Q1 		$5.44M Sell
107,667
-460
-0.4% -$23.1K 0.36% 70
2022
Q4 		$5.39M Sell
108,127
-230
-0.2% -$11.4K 0.37% 70
2022
Q3 		$5.34M Sell
108,357
-1,178
-1% -$59.5K 0.39% 64
2022
Q2 		$5.54M Sell
109,535
-1,935
-2% -$98.5K 0.38% 69
2022
Q1 		$5.73M Sell
111,470
-210
-0.2% -$11.1K 0.33% 71
2021
Q4 		$6.02M Buy
111,680
+435
+0.4% +$23.6K 0.31% 77
2021
Q3 		$6.08M Buy
111,245
+438
+0.4% +$24K 0.35% 73
2021
Q2 		$6.07M Buy
110,807
+8,552
+8% +$469K 0.35% 72
2021
Q1 		$5.58M Buy
102,255
+15,958
+18% +$876K 0.33% 75
2020
Q4 		$4.76M Buy
86,297
+4,065
+5% +$223K 0.3% 77
2020
Q3 		$4.51M Sell
82,232
-3,360
-4% -$185K 0.32% 73
2020
Q2 		$4.68M Buy
85,592
+7,110
+9% +$383K 0.36% 72
2020
Q1 		$4.11M Buy
78,482
+7,825
+11% +$416K 0.37% 70
2019
Q4 		$3.79M Sell
70,657
-1,898
-3% -$102K 0.27% 78
2019
Q3 		$3.89M Buy
72,555
+2,518
+4% +$135K 0.3% 76
2019
Q2 		$3.74M Sell
70,037
-2,868
-4% -$152K 0.29% 78
2019
Q1 		$3.85M Buy
72,905
+4,188
+6% +$219K 0.32% 73
2018
Q4 		$3.55M Sell
68,717
-6,635
-9% -$342K 0.34% 74
2018
Q3 		$3.9M Sell
75,352
-5,790
-7% -$300K 0.31% 80
2018
Q2 		$4.21M Sell
81,142
-10,424
-11% -$540K 0.36% 74
2018
Q1 		$4.75M Sell
91,566
-4,510
-5% -$235K 0.42% 70
2017
Q4 		$5.02M Sell
96,076
-76
-0.1% -$3.99K 0.43% 72
2017
Q3 		$5.07M Buy
96,152
+590
+0.6% +$31.1K 0.44% 74
2017
Q2 		$5.03M Sell
95,562
-2,940
-3% -$155K 0.45% 71
2017
Q1 		$5.18M Sell
98,502
-90
-0.1% -$4.73K 0.49% 62
2016
Q4 		$5.17M Sell
98,592
-14,450
-13% -$760K 0.51% 59
2016
Q3 		$5.98M Buy
113,042
+9,630
+9% +$510K 0.6% 54
2016
Q2 		$5.49M Sell
103,412
-1,700
-2% -$89.7K 0.56% 56
2016
Q1 		$5.54M Sell
105,112
-650
-0.6% -$34.1K 0.58% 54
2015
Q4 		$5.53M Buy
+105,762
New +$5.55M 0.58% 58
2014
Q1 		– Sell
-116,602
Closed -$6.15M – 268
2013
Q4 		$6.15M Buy
116,602
+24,200
+26% +$1.27M 0.61% 59
2013
Q3 		$4.86M Buy
92,402
+4,174
+5% +$219K 0.53% 68
2013
Q2 		$4.63M Buy
+88,228
New +$4.65M 0.54% 65

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

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

Chesley Taft & Associates increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.4% in Q2 2026, buying an estimated $99.6K and bringing the position to 80,593 shares worth $4.22M. The position accounts for 0.16% of the portfolio, ranked #108.

Chesley Taft & Associates first reported a position in IGSB in Q2 2013 and has held it in 46 quarters since. The position peaked at $6.15M in Q4 2013. 178 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Chesley Taft & Associates held 80,593 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.22M as of Q2 2026.
  • Chesley Taft & Associates bought 1,900 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $99.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.16% of Chesley Taft & Associates's portfolio in Q2 2026, its #108 holding.
  • Chesley Taft & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Chesley Taft & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.15M in Q4 2013.
  • 178 funds tracked by Wall St. Rank held iShares 1-5 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.