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CFS Investment Advisory Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

CFS Investment Advisory Services’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$389K Sell
17,047
-141
-0.8% -$3.23K 0.03% 284
2026
Q1 		$393K Sell
17,188
-79
-0.5% -$1.81K 0.03% 275
2025
Q4 		$395K Buy
17,267
+200
+1% +$4.58K 0.03% 257
2025
Q3 		$392K Sell
17,067
-469
-3% -$10.7K 0.03% 254
2025
Q2 		$402K Sell
17,536
-24
-0.1% -$549 0.03% 246
2025
Q1 		$403K Buy
17,560
+3,720
+27% +$85K 0.04% 234
2024
Q4 		$316K Hold
13,840
– – 0.03% 252
2024
Q3 		$319K Buy
13,840
+1,680
+14% +$38.4K 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% -$76.8K 0.05% 142
2023
Q4 		$355K Sell
15,549
-1,786
-10% -$40.3K 0.06% 120
2023
Q3 		$390K Buy
17,335
+1,650
+11% +$37.2K 0.06% 134
2023
Q2 		$355K Sell
15,685
-3,493
-18% -$80.2K 0.05% 196
2023
Q1 		$443K Buy
19,178
+7,592
+66% +$174K 0.08% 95
2022
Q4 		$263K Buy
+11,586
New +$263K 0.06% 109

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS Investment Advisory Services's IBTG Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.82% in Q2 2026, selling an estimated $3.23K and leaving 17,047 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #284.

CFS Investment Advisory Services first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $443K in Q1 2023. 66 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • CFS Investment Advisory Services held 17,047 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $389K as of Q2 2026.
  • CFS Investment Advisory Services sold 141 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $3.23K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #284 holding.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • CFS Investment Advisory Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $443K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.