CFS Investment Advisory Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,799	Closed	-$250K	–	301
2024 Q3	$250K	Sell	9,799 -873	-8%	-$22.3K	0.02%	270
2024 Q2	$264K	Sell	10,672 -5,952	-36%	-$147K	0.02%	232
2024 Q1	$414K	Buy	16,624 +2,062	+14%	+$51.4K	0.07%	120
2023 Q4	$365K	Buy	+14,562	New	+$365K	0.07%	118