CIAS
IBMM

CFS Investment Advisory Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

CFS Investment Advisory Services’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35,149
Closed -$917K – 312
2024
Q3 		$917K Sell
35,149
-1,120
-3% -$29.2K 0.08% 162
2024
Q2 		$945K Sell
36,269
-12,644
-26% -$328K 0.08% 146
2024
Q1 		$1.27M Sell
48,913
-3,794
-7% -$98.4K 0.21% 70
2023
Q4 		$1.37M Sell
52,707
-2,111
-4% -$54.5K 0.25% 63
2023
Q3 		$1.41M Sell
54,818
-6,541
-11% -$168K 0.22% 75
2023
Q2 		$1.58M Sell
61,359
-8,215
-12% -$211K 0.2% 90
2023
Q1 		$1.8M Buy
69,574
+9,796
+16% +$253K 0.33% 52
2022
Q4 		$1.54M Sell
59,778
-1,709,722
-97% -$43.9M 0.35% 43
2022
Q3 		$1.77M Buy
1,769,500
+1,703,148
+2,567% +$44.1M 0.41% 38
2022
Q2 		$1.73M Sell
66,352
-1,610,351
-96% -$41.6M 0.26% 84
2022
Q1 		$65K Buy
1,676,703
+1,606,375
+2,284% +$42.4M 0.28% 51
2021
Q4 		$1.86M Buy
70,328
+4,073
+6% +$109K 0.25% 89
2021
Q3 		$1.78M Buy
+66,255
New +$1.79M 0.24% 99
2020
Q4 		$2.26M Buy
+83,315
New +$2.25M 0.36% 53

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

CFS Investment Advisory Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 35,149 shares — an estimated $917K sold.

CFS Investment Advisory Services first reported a position in IBMM in Q4 2020 and held it in 14 quarters. The position peaked at $2.26M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CFS Investment Advisory Services sold 35,149 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $917K.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 14 quarters.
  • CFS Investment Advisory Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $2.26M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

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