CFS Investment Advisory Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-23,929
| Closed | -$641K | – | 341 |
|
|
2025
Q3 | $641K | Sell |
23,929
-780
| -3% | -$20.9K | 0.05% | 209 |
|
|
2025
Q2 | $661K | Sell |
24,709
-101
| -0.4% | -$2.7K | 0.05% | 204 |
|
|
2025
Q1 | $664K | Sell |
24,810
-3,617
| -13% | -$96.6K | 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% | -$296K | 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% | -$119K | 0.22% | 67 |
|
|
2023
Q3 | $1.33M | Sell |
50,851
-7,780
| -13% | -$204K | 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% | +$343K | 0.32% | 54 |
|
|
2022
Q4 | $1.39M | Sell |
52,822
-1,472,627
| -97% | -$38.5M | 0.32% | 51 |
|
|
2022
Q3 | $1.53M | Buy |
1,525,449
+1,467,757
| +2,544% | +$39M | 0.35% | 42 |
|
|
2022
Q2 | $1.54M | Sell |
57,692
-1,424,758
| -96% | -$37.7M | 0.24% | 91 |
|
|
2022
Q1 | $56K | Buy |
1,482,450
+1,428,589
| +2,652% | +$38.9M | 0.24% | 55 |
|
|
2021
Q4 | $1.47M | Buy |
53,861
+4,531
| +9% | +$126K | 0.2% | 108 |
|
|
2021
Q3 | $1.38M | Buy |
+49,330
| New | +$1.38M | 0.19% | 126 |
|
|
2020
Q4 | $1.97M | Buy |
+69,796
| New | +$1.96M | 0.31% | 78 |
|
Other funds holding IBMN
CFS Investment Advisory Services's IBMN Position: Q4 2025 in Review
CFS Investment Advisory Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 23,929 shares — an estimated $641K sold.
CFS Investment Advisory Services first reported a position in IBMN in Q4 2020 and held it in 18 quarters. The position peaked at $1.97M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.
- CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
- CFS Investment Advisory Services sold 23,929 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $641K.
- CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2020 and held it in 18 quarters.
- CFS Investment Advisory Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.97M in Q4 2020.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.
Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.