CFS Investment Advisory Services’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

CFS Investment Advisory Services’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,426	Closed	–	–	292
2022 Q3	$0	Buy	+11,426	New	+$302K	﹤0.01%	374
2022 Q2	–	Sell	-11,476	Closed	–	–	557
2022 Q1	$0	Buy	+11,476	New	+$306K	﹤0.01%	565
2020 Q4	$1.33M	Buy	+48,786	New	+$1.33M	0.21%	114

Other funds holding IBDD

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CFS Investment Advisory Services's IBDD Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q4 2022, closing a stake of 11,426 shares.

CFS Investment Advisory Services first reported a position in IBDD in Q4 2020 and held it in 3 quarters. The position peaked at $1.33M in Q4 2020. 29 funds tracked by Wall St. Rank hold IBDD as of Q4 2022.

CFS Investment Advisory Services reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 11,426 iShares iBonds Mar 2023 Term Corporate ETF shares in Q4 2022.
CFS Investment Advisory Services first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2020 and held it in 3 quarters.
CFS Investment Advisory Services's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $1.33M in Q4 2020.
29 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.