CIAS
IBML

CFS Investment Advisory Services’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

CFS Investment Advisory Services’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-56,181
Closed -$1.43M – 177
2023
Q3 		$1.43M Sell
56,181
-9,366
-14% -$239K 0.23% 73
2023
Q2 		$1.67M Sell
65,547
-5,638
-8% -$143K 0.21% 86
2023
Q1 		$1.81M Buy
71,185
+4,890
+7% +$124K 0.33% 51
2022
Q4 		$1.68M Sell
66,295
-1,765,362
-96% -$44.7M 0.38% 38
2022
Q3 		$1.83M Buy
1,831,657
+1,761,558
+2,513% +$44.8M 0.42% 36
2022
Q2 		$1.79M Sell
70,099
-1,773,524
-96% -$45.1M 0.27% 80
2022
Q1 		$72K Buy
1,843,623
+1,771,692
+2,463% +$45.5M 0.31% 49
2021
Q4 		$1.85M Sell
71,931
-3,124
-4% -$81.1K 0.25% 90
2021
Q3 		$1.95M Buy
+75,055
New +$1.96M 0.27% 90
2020
Q4 		$2.46M Buy
+93,884
New +$2.46M 0.39% 44

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CFS Investment Advisory Services's IBML Position: Q4 2023 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 56,181 shares — an estimated $1.43M sold.

CFS Investment Advisory Services first reported a position in IBML in Q4 2020 and held it in 10 quarters. The position peaked at $2.46M in Q4 2020. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • CFS Investment Advisory Services sold 56,181 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.43M.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 10 quarters.
  • CFS Investment Advisory Services's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.46M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on CFS Investment Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.