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CFS Investment Advisory Services’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

CFS Investment Advisory Services’s Portfolio IBMR Stock Details IBMR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$628K Sell
24,895
-147
-0.6% -$3.71K 0.05% 206
2025
Q1 		$627K Sell
25,042
-2,659
-10% -$66.6K 0.06% 198
2024
Q4 		$692K Buy
+27,701
New +$692K 0.06% 185