CFS Investment Advisory Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

CFS Investment Advisory Services’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$382K	Sell	17,128 -108	-0.6%	-$2.42K	0.03%	287
2026 Q1	$387K	Buy	17,236 +12	+0.1%	+$270	0.03%	278
2025 Q4	$387K	Buy	17,224 +189	+1%	+$4.25K	0.03%	259
2025 Q3	$384K	Sell	17,035 -479	-3%	-$10.8K	0.03%	257
2025 Q2	$394K	Sell	17,514 -292	-2%	-$6.54K	0.03%	251
2025 Q1	$399K	Buy	17,806 +3,805	+27%	+$84.7K	0.04%	236
2024 Q4	$311K	Hold	14,001	–	–	0.03%	253
2024 Q3	$317K	Buy	14,001 +1,782	+15%	+$40K	0.03%	245
2024 Q2	$270K	Hold	12,219	–	–	0.02%	230
2024 Q1	$271K	Sell	12,219 -3,441	-22%	-$76.5K	0.05%	144
2023 Q4	$351K	Sell	15,660 -1,745	-10%	-$38.3K	0.06%	123
2023 Q3	$380K	Buy	17,405 +1,689	+11%	+$37.2K	0.06%	138
2023 Q2	$348K	Sell	15,716 -3,560	-18%	-$80.2K	0.04%	199
2023 Q1	$437K	Buy	19,276 +7,741	+67%	+$174K	0.08%	99
2022 Q4	$257K	Buy	+11,535	New	+$257K	0.06%	112

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFS Investment Advisory Services reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.63% in Q2 2026, selling an estimated $2.42K and leaving 17,128 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #287.

CFS Investment Advisory Services first reported a position in IBTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $437K in Q1 2023. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

CFS Investment Advisory Services held 17,128 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $382K as of Q2 2026.
CFS Investment Advisory Services sold 108 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $2.42K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #287 holding.
CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
CFS Investment Advisory Services's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $437K in Q1 2023.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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