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CFS Investment Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

CFS Investment Advisory Services’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,484
Closed -$207K – 300
2024
Q3 		$207K Sell
8,484
-74
-0.9% -$1.78K 0.02% 286
2024
Q2 		$203K Sell
8,558
-6,461
-43% -$153K 0.02% 253
2024
Q1 		$357K Sell
15,019
-1,924
-11% -$45.8K 0.06% 130
2023
Q4 		$405K Sell
16,943
-3,754
-18% -$87.6K 0.07% 111
2023
Q3 		$479K Sell
20,697
-2,059
-9% -$48K 0.08% 117
2023
Q2 		$534K Sell
22,756
-2,728
-11% -$64.6K 0.07% 155
2023
Q1 		$607K Buy
25,484
+418
+2% +$9.87K 0.11% 87
2022
Q4 		$586K Buy
+25,066
New +$581K 0.13% 80

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HPC
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ACA
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