CIAS
IBTD

CFS Investment Advisory Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

CFS Investment Advisory Services’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,157
Closed -$401K – 176
2023
Q3 		$401K Buy
16,157
+1,487
+10% +$36.9K 0.06% 130
2023
Q2 		$364K Sell
14,670
-1,379
-9% -$34.2K 0.05% 190
2023
Q1 		$398K Buy
16,049
+5,418
+51% +$134K 0.07% 108
2022
Q4 		$263K Buy
+10,631
New +$263K 0.06% 111