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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$587K	Sell	23,134 -4,104	-15%	-$104K	0.04%	238
2026 Q1	$692K	Sell	27,238 -1,682	-6%	-$43K	0.05%	223
2025 Q4	$735K	Buy	28,920 +4,780	+20%	+$122K	0.05%	206
2025 Q3	$614K	Sell	24,140 -755	-3%	-$19.2K	0.05%	221
2025 Q2	$628K	Sell	24,895 -147	-0.6%	-$3.67K	0.05%	206
2025 Q1	$627K	Sell	25,042 -2,659	-10%	-$66.7K	0.06%	198
2024 Q4	$692K	Buy	+27,701	New	+$697K	0.06%	185

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

CFS Investment Advisory Services reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 15% in Q2 2026, selling an estimated $104K and leaving 23,134 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #238.

CFS Investment Advisory Services first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $735K in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

CFS Investment Advisory Services held 23,134 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $587K as of Q2 2026.
CFS Investment Advisory Services sold 4,104 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $104K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #238 holding.
CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
CFS Investment Advisory Services's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $735K in Q4 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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