CIAS
CFS Investment Advisory Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
24,308
-78
| -0.3% | -$1.98K | 0.05% | 210 |
|
|
2025
Q1 | $617K | Sell |
24,386
-4,549
| -16% | -$115K | 0.05% | 201 |
|
|
2024
Q4 | $729K | Sell |
28,935
-2,363
| -8% | -$59.5K | 0.07% | 182 |
|
|
2024
Q3 | $802K | Sell |
31,298
-2,115
| -6% | -$54.2K | 0.07% | 171 |
|
|
2024
Q2 | $836K | Sell |
33,413
-13,123
| -28% | -$328K | 0.07% | 155 |
|
|
2024
Q1 | $1.18M | Buy |
46,536
+1,212
| +3% | +$30.6K | 0.2% | 76 |
|
|
2023
Q4 | $1.16M | Buy |
+45,324
| New | +$1.16M | 0.21% | 73 |
|