CIAS
CFS Investment Advisory Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
24,393
-153
| -0.6% | -$3.88K | 0.05% | 209 |
|
|
2025
Q1 | $621K | Sell |
24,546
-4,455
| -15% | -$113K | 0.06% | 199 |
|
|
2024
Q4 | $729K | Sell |
29,001
-2,490
| -8% | -$62.6K | 0.07% | 181 |
|
|
2024
Q3 | $801K | Sell |
31,491
-1,910
| -6% | -$48.6K | 0.07% | 172 |
|
|
2024
Q2 | $835K | Sell |
33,401
-12,801
| -28% | -$320K | 0.07% | 156 |
|
|
2024
Q1 | $1.16M | Buy |
46,202
+570
| +1% | +$14.3K | 0.2% | 77 |
|
|
2023
Q4 | $1.16M | Sell |
45,632
-4,344
| -9% | -$110K | 0.21% | 72 |
|
|
2023
Q3 | $1.22M | Sell |
49,976
-7,643
| -13% | -$187K | 0.19% | 85 |
|
|
2023
Q2 | $1.44M | Sell |
57,619
-7,985
| -12% | -$200K | 0.18% | 98 |
|
|
2023
Q1 | $1.67M | Buy |
65,604
+7,898
| +14% | +$201K | 0.3% | 56 |
|
|
2022
Q4 | $1.45M | Buy |
+57,706
| New | +$1.45M | 0.33% | 47 |
|