CFS Investment Advisory Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-54,751	Closed	-$1.35M	–	227
2021 Q3	$1.35M	Buy	+54,751	New	+$1.35M	0.19%	128
2020 Q4	$1.77M	Buy	+70,931	New	+$1.77M	0.28%	94

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CFS Investment Advisory Services's IBDM Position: Q4 2021 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 54,751 shares — an estimated $1.35M sold.

CFS Investment Advisory Services first reported a position in IBDM in Q4 2020 and held it in 2 quarters. The position peaked at $1.77M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
CFS Investment Advisory Services sold 54,751 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $1.35M.
CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 2 quarters.
CFS Investment Advisory Services's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.77M in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.