CFS Investment Advisory Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

CFS Investment Advisory Services’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$613K	Sell	24,141 -4,127	-15%	-$105K	0.04%	233
2026 Q1	$719K	Sell	28,268 -1,419	-5%	-$36.1K	0.05%	218
2025 Q4	$754K	Buy	29,687 +4,823	+19%	+$122K	0.06%	205
2025 Q3	$631K	Buy	24,864 +471	+2%	+$12K	0.05%	212
2025 Q2	$618K	Sell	24,393 -153	-0.6%	-$3.85K	0.05%	209
2025 Q1	$621K	Sell	24,546 -4,455	-15%	-$112K	0.06%	199
2024 Q4	$729K	Sell	29,001 -2,490	-8%	-$63K	0.07%	181
2024 Q3	$801K	Sell	31,491 -1,910	-6%	-$48.3K	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%	+$14.4K	0.2%	77
2023 Q4	$1.16M	Sell	45,632 -4,344	-9%	-$108K	0.21%	72
2023 Q3	$1.22M	Sell	49,976 -7,643	-13%	-$190K	0.19%	85
2023 Q2	$1.44M	Sell	57,619 -7,985	-12%	-$201K	0.18%	98
2023 Q1	$1.67M	Buy	65,604 +7,898	+14%	+$200K	0.3%	56
2022 Q4	$1.45M	Buy	+57,706	New	+$1.43M	0.33%	47

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

KCA

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

CFS Investment Advisory Services's IBMP Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 15% in Q2 2026, selling an estimated $105K and leaving 24,141 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #233.

CFS Investment Advisory Services first reported a position in IBMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q1 2023. 53 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

CFS Investment Advisory Services held 24,141 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $613K as of Q2 2026.
CFS Investment Advisory Services sold 4,127 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $105K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #233 holding.
CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
CFS Investment Advisory Services's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.67M in Q1 2023.
53 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.