CIAS
IBDO

CFS Investment Advisory Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

CFS Investment Advisory Services’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32,104
Closed -$814K – 175
2023
Q3 		$814K Sell
32,104
-1,833
-5% -$46.3K 0.13% 100
2023
Q2 		$858K Sell
33,937
-2,611
-7% -$65.8K 0.11% 128
2023
Q1 		$921K Sell
36,548
-239
-0.6% -$6K 0.17% 73
2022
Q4 		$921K Sell
36,787
-1,007,830
-96% -$25.2M 0.21% 61
2022
Q3 		$1.04M Buy
1,044,617
+1,009,061
+2,838% +$25.3M 0.24% 56
2022
Q2 		$892K Sell
35,556
-873,513
-96% -$22M 0.14% 132
2022
Q1 		$36K Buy
909,069
+868,244
+2,127% +$22.1M 0.16% 74
2021
Q4 		$1.04M Sell
40,825
-1,426
-3% -$36.8K 0.14% 136
2021
Q3 		$1.1M Buy
+42,251
New +$1.1M 0.15% 133
2020
Q4 		$1.31M Buy
+49,756
New +$1.31M 0.21% 116

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CFS Investment Advisory Services's IBDO Position: Q4 2023 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 32,104 shares — an estimated $814K sold.

CFS Investment Advisory Services first reported a position in IBDO in Q4 2020 and held it in 10 quarters. The position peaked at $1.31M in Q4 2020. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • CFS Investment Advisory Services sold 32,104 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $814K.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 10 quarters.
  • CFS Investment Advisory Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.31M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on CFS Investment Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.