CIAS
IBTE

CFS Investment Advisory Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

CFS Investment Advisory Services’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,459
Closed -$251K – 310
2024
Q3 		$251K Buy
10,459
+1,665
+19% +$39.9K 0.02% 269
2024
Q2 		$211K Sell
8,794
-22
-0.2% -$526 0.02% 249
2024
Q1 		$211K Sell
8,816
-7,690
-47% -$184K 0.04% 152
2023
Q4 		$394K Sell
16,506
-1,690
-9% -$40.3K 0.07% 114
2023
Q3 		$434K Buy
18,196
+1,555
+9% +$37K 0.07% 125
2023
Q2 		$396K Sell
16,641
-1,642
-9% -$39.2K 0.05% 184
2023
Q1 		$439K Buy
18,283
+7,270
+66% +$174K 0.08% 98
2022
Q4 		$263K Buy
+11,013
New +$263K 0.06% 110

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CFS Investment Advisory Services's IBTE Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 10,459 shares — an estimated $251K sold.

CFS Investment Advisory Services first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $439K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CFS Investment Advisory Services sold 10,459 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $251K.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • CFS Investment Advisory Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $439K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.