CIAS
IBDP

CFS Investment Advisory Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

CFS Investment Advisory Services’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,209
Closed -$333K – 311
2024
Q3 		$333K Sell
13,209
-900
-6% -$22.6K 0.03% 236
2024
Q2 		$355K Sell
14,109
-6,180
-30% -$155K 0.03% 207
2024
Q1 		$508K Sell
20,289
-1,847
-8% -$46.1K 0.09% 108
2023
Q4 		$551K Sell
22,136
-9,617
-30% -$238K 0.1% 97
2023
Q3 		$785K Sell
31,753
-1,674
-5% -$41.3K 0.13% 102
2023
Q2 		$823K Sell
33,427
-2,608
-7% -$64.1K 0.11% 130
2023
Q1 		$886K Buy
36,035
+803
+2% +$19.7K 0.16% 76
2022
Q4 		$860K Sell
35,232
-898,966
-96% -$21.9M 0.2% 65
2022
Q3 		$934K Buy
934,198
+902,129
+2,813% +$22.3M 0.21% 61
2022
Q2 		$794K Sell
32,069
-773,842
-96% -$19.2M 0.12% 141
2022
Q1 		$32K Buy
805,911
+769,555
+2,117% +$19.6M 0.14% 81
2021
Q4 		$934K Sell
36,356
-210
-0.6% -$5.47K 0.13% 138
2021
Q3 		$961K Buy
+36,566
New +$963K 0.13% 138

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CFS Investment Advisory Services's IBDP Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 13,209 shares — an estimated $333K sold.

CFS Investment Advisory Services first reported a position in IBDP in Q3 2021 and held it in 13 quarters. The position peaked at $961K in Q3 2021. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • CFS Investment Advisory Services sold 13,209 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $333K.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2021 and held it in 13 quarters.
  • CFS Investment Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $961K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.