CFS Investment Advisory Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Sell |
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|
2025
Q2 | $394K | Sell |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $317K | Buy |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $257K | Buy |
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