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

CFS Investment Advisory Services’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$586K Sell
22,962
-4,096
-15% -$105K 0.04% 240
2026
Q1 		$692K Sell
27,058
-1,698
-6% -$43.6K 0.05% 224
2025
Q4 		$735K Buy
28,756
+5,102
+22% +$130K 0.05% 207
2025
Q3 		$605K Sell
23,654
-654
-3% -$16.7K 0.04% 223
2025
Q2 		$618K Sell
24,308
-78
-0.3% -$1.97K 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% -$59.9K 0.07% 182
2024
Q3 		$802K Sell
31,298
-2,115
-6% -$53.6K 0.07% 171
2024
Q2 		$836K Sell
33,413
-13,123
-28% -$329K 0.07% 155
2024
Q1 		$1.18M Buy
46,536
+1,212
+3% +$30.8K 0.2% 76
2023
Q4 		$1.16M Buy
+45,324
New +$1.13M 0.21% 73

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

CFS Investment Advisory Services reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 15% in Q2 2026, selling an estimated $105K and leaving 22,962 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #240.

CFS Investment Advisory Services first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2024. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • CFS Investment Advisory Services held 22,962 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $586K as of Q2 2026.
  • CFS Investment Advisory Services sold 4,096 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #240 holding.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • CFS Investment Advisory Services's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.18M in Q1 2024.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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