CFS Investment Advisory Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$618K Sell
2025
Q1
$617K Sell
2024
Q4
$729K Sell
2024
Q3
$802K Sell
2024
Q2
$836K Sell
2024
Q1
$1.18M Buy
2023
Q4
$1.16M Buy