CIAS
CFS Investment Advisory Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $661K | Sell |
24,709
-101
| -0.4% | -$2.7K | 0.05% | 204 |
|
2025
Q1 | $664K | Sell |
24,810
-3,617
| -13% | -$96.8K | 0.06% | 196 |
|
2024
Q4 | $757K | Sell |
28,427
-2,615
| -8% | -$69.6K | 0.07% | 179 |
|
2024
Q3 | $828K | Sell |
31,042
-1,017
| -3% | -$27.1K | 0.07% | 169 |
|
2024
Q2 | $849K | Sell |
32,059
-11,221
| -26% | -$297K | 0.07% | 153 |
|
2024
Q1 | $1.15M | Sell |
43,280
-3,042
| -7% | -$80.5K | 0.19% | 79 |
|
2023
Q4 | $1.23M | Sell |
46,322
-4,529
| -9% | -$120K | 0.22% | 67 |
|
2023
Q3 | $1.33M | Sell |
50,851
-7,780
| -13% | -$203K | 0.21% | 79 |
|
2023
Q2 | $1.54M | Sell |
58,631
-7,134
| -11% | -$188K | 0.2% | 92 |
|
2023
Q1 | $1.75M | Buy |
65,765
+12,943
| +25% | +$344K | 0.32% | 54 |
|
2022
Q4 | $1.39M | Sell |
52,822
-1,472,627
| -97% | -$38.8M | 0.32% | 51 |
|
2022
Q3 | $1.53M | Buy |
1,525,449
+1,467,757
| +2,544% | +$1.47M | 0.35% | 42 |
|
2022
Q2 | $1.54M | Sell |
57,692
-1,424,758
| -96% | -$37.9M | 0.24% | 91 |
|
2022
Q1 | $56K | Buy |
1,482,450
+1,428,589
| +2,652% | +$54K | 0.24% | 55 |
|
2021
Q4 | $1.47M | Buy |
53,861
+4,531
| +9% | +$123K | 0.2% | 108 |
|
2021
Q3 | $1.38M | Buy |
+49,330
| New | +$1.38M | 0.19% | 126 |
|
2020
Q4 | $1.97M | Buy |
+69,796
| New | +$1.97M | 0.31% | 78 |
|