CFS Investment Advisory Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-64,786	Closed	-$1.66M	–	228
2021 Q3	$1.66M	Buy	+64,786	New	+$1.66M	0.23%	107
2020 Q4	$2.42M	Buy	+93,701	New	+$2.42M	0.38%	46

Other funds holding IBMJ

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

CFS Investment Advisory Services's IBMJ Position: Q4 2021 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 64,786 shares — an estimated $1.66M sold.

CFS Investment Advisory Services first reported a position in IBMJ in Q4 2020 and held it in 2 quarters. The position peaked at $2.42M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
CFS Investment Advisory Services sold 64,786 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $1.66M.
CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2020 and held it in 2 quarters.
CFS Investment Advisory Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $2.42M in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.