A detailed history of Chesley Taft & Associates LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 65,000 shares of IBDW stock, worth $1.36 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
65,000
Previous 53,300 21.95%
Holding current value
$1.36 Million
Previous $1.11 Million 23.71%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025

BUY
$20.23 - $21.04 $236,691 - $246,168
11,700 Added 21.95%
65,000 $1.37 Million
Q1 2025

Apr 10, 2025

BUY
$20.1 - $20.8 $363,810 - $376,480
18,100 Added 51.42%
53,300 $1.11 Million
Q4 2024

Jan 16, 2025

BUY
$20.28 - $21.2 $267,696 - $279,840
13,200 Added 60.0%
35,200 $716,000
Q3 2024

Oct 07, 2024

BUY
$20.12 - $21.28 $442,640 - $468,160
22,000 New
22,000 $466,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
Track This Portfolio

Track Chesley Taft & Associates LLC Portfolio

Follow Chesley Taft & Associates LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chesley Taft & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chesley Taft & Associates LLC with notifications on news.