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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,157	Closed	-$401K	–	176
2023 Q3	$401K	Buy	16,157 +1,487	+10%	+$36.8K	0.06%	130
2023 Q2	$364K	Sell	14,670 -1,379	-9%	-$34.1K	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

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CFS Investment Advisory Services's IBTD Position: Q4 2023 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 16,157 shares — an estimated $401K sold.

CFS Investment Advisory Services first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $401K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
CFS Investment Advisory Services sold 16,157 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $401K.
CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
CFS Investment Advisory Services's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $401K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on CFS Investment Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.