CFS Investment Advisory Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
17,536
-24
| -0.1% | -$550 | 0.03% | 246 |
|
|
2025
Q1 | $403K | Buy |
17,560
+3,720
| +27% | +$85.4K | 0.04% | 234 |
|
|
2024
Q4 | $316K | Hold |
13,840
| – | – | 0.03% | 252 |
|
|
2024
Q3 | $319K | Buy |
13,840
+1,680
| +14% | +$38.7K | 0.03% | 243 |
|
|
2024
Q2 | $275K | Sell |
12,160
-12
| -0.1% | -$271 | 0.02% | 228 |
|
|
2024
Q1 | $276K | Sell |
12,172
-3,377
| -22% | -$76.6K | 0.05% | 142 |
|
|
2023
Q4 | $355K | Sell |
15,549
-1,786
| -10% | -$40.8K | 0.06% | 120 |
|
|
2023
Q3 | $390K | Buy |
17,335
+1,650
| +11% | +$37.1K | 0.06% | 134 |
|
|
2023
Q2 | $355K | Sell |
15,685
-3,493
| -18% | -$79.1K | 0.05% | 196 |
|
|
2023
Q1 | $443K | Buy |
19,178
+7,592
| +66% | +$175K | 0.08% | 95 |
|
|
2022
Q4 | $263K | Buy |
+11,586
| New | +$263K | 0.06% | 109 |
|