CIAS
IBTF

CFS Investment Advisory Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

CFS Investment Advisory Services’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,468
Closed -$385K – 342
2025
Q3 		$385K Sell
16,468
-437
-3% -$10.2K 0.03% 256
2025
Q2 		$395K Buy
16,905
+9
+0.1% +$210 0.03% 250
2025
Q1 		$395K Buy
16,896
+3,357
+25% +$78.3K 0.04% 237
2024
Q4 		$316K Sell
13,539
-18
-0.1% -$420 0.03% 251
2024
Q3 		$318K Buy
13,557
+1,704
+14% +$39.7K 0.03% 244
2024
Q2 		$275K Sell
11,853
-22
-0.2% -$510 0.02% 227
2024
Q1 		$276K Sell
11,875
-3,311
-22% -$77K 0.05% 141
2023
Q4 		$354K Sell
15,186
-1,737
-10% -$40.2K 0.06% 122
2023
Q3 		$391K Buy
16,923
+1,610
+11% +$37.2K 0.06% 133
2023
Q2 		$354K Sell
15,313
-3,409
-18% -$79.7K 0.05% 198
2023
Q1 		$441K Buy
18,722
+7,433
+66% +$174K 0.08% 96
2022
Q4 		$263K Buy
+11,289
New +$263K 0.06% 108

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

CFS Investment Advisory Services's IBTF Position: Q4 2025 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 16,468 shares — an estimated $385K sold.

CFS Investment Advisory Services first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $441K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 16,468 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $385K.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • CFS Investment Advisory Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $441K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.