CFS Investment Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$715K	Sell	27,875 -1,658	-6%	-$42.6K	0.05%	219
2025 Q4	$757K	Buy	29,533 +4,742	+19%	+$121K	0.06%	204
2025 Q3	$634K	Sell	24,791 -745	-3%	-$19.1K	0.05%	211
2025 Q2	$654K	Sell	25,536 -153	-0.6%	-$3.9K	0.05%	205
2025 Q1	$657K	Sell	25,689 -4,599	-15%	-$117K	0.06%	197
2024 Q4	$771K	Sell	30,288 -2,755	-8%	-$70.3K	0.07%	177
2024 Q3	$848K	Sell	33,043 -1,147	-3%	-$29.3K	0.07%	166
2024 Q2	$866K	Sell	34,190 -12,696	-27%	-$321K	0.07%	150
2024 Q1	$1.19M	Buy	46,886 +33	+0.1%	+$839	0.2%	75
2023 Q4	$1.2M	Sell	46,853 -4,328	-8%	-$109K	0.22%	69
2023 Q3	$1.27M	Sell	51,181 -7,613	-13%	-$191K	0.2%	83
2023 Q2	$1.48M	Sell	58,794 -7,716	-12%	-$195K	0.19%	97
2023 Q1	$1.7M	Buy	66,510 +13,554	+26%	+$344K	0.31%	55
2022 Q4	$1.33M	Sell	52,956 -1,411,927	-96%	-$35.2M	0.3%	53
2022 Q3	$1.47M	Buy	1,464,883 +1,406,922	+2,427%	+$35.7M	0.34%	44
2022 Q2	$1.47M	Sell	57,961 -1,355,888	-96%	-$34.1M	0.22%	95
2022 Q1	$55K	Buy	1,413,849 +1,359,807	+2,516%	+$35.5M	0.24%	56
2021 Q4	$1.41M	Buy	+54,042	New	+$1.45M	0.19%	113