CFS Investment Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,393	Closed	-$261K	–	298
2024 Q3	$261K	Sell	10,393 -901	-8%	-$22.5K	0.02%	266
2024 Q2	$281K	Sell	11,294 -6,130	-35%	-$152K	0.02%	226
2024 Q1	$432K	Sell	17,424 -1,669	-9%	-$41.3K	0.07%	116
2023 Q4	$473K	Sell	19,093 -3,673	-16%	-$90K	0.09%	108
2023 Q3	$555K	Sell	22,766 -9,477	-29%	-$231K	0.09%	111
2023 Q2	$786K	Sell	32,243 -2,611	-7%	-$63.9K	0.1%	133
2023 Q1	$855K	Buy	34,854 +527	+2%	+$12.9K	0.16%	77
2022 Q4	$835K	Sell	34,327 -780,061	-96%	-$18.9M	0.19%	67
2022 Q3	$814K	Buy	814,388 +786,540	+2,824%	+$19.4M	0.19%	65
2022 Q2	$688K	Sell	27,848 -676,450	-96%	-$16.8M	0.11%	148
2022 Q1	$28K	Buy	704,298 +673,513	+2,188%	+$17.4M	0.12%	85
2021 Q4	$802K	Hold	30,785	–	–	0.11%	144
2021 Q3	$826K	Buy	+30,785	New	+$830K	0.11%	144
2020 Q4	$1.05M	Buy	+38,367	New	+$1.04M	0.17%	121

Other funds holding IBDQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

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

CFS Investment Advisory Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 10,393 shares — an estimated $261K sold.

CFS Investment Advisory Services first reported a position in IBDQ in Q4 2020 and held it in 14 quarters. The position peaked at $1.05M in Q4 2020. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
CFS Investment Advisory Services sold 10,393 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $261K.
CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2020 and held it in 14 quarters.
CFS Investment Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.05M in Q4 2020.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

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