CFS Investment Advisory Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
17,004
+65
| +0.4% | +$1.45K | 0.03% | 255 |
|
|
2025
Q1 | $377K | Buy |
16,939
+3,912
| +30% | +$87.1K | 0.03% | 250 |
|
|
2024
Q4 | $285K | Buy |
13,027
+205
| +2% | +$4.49K | 0.03% | 260 |
|
|
2024
Q3 | $289K | Buy |
12,822
+1,170
| +10% | +$26.4K | 0.02% | 256 |
|
|
2024
Q2 | $254K | Sell |
11,652
-12
| -0.1% | -$262 | 0.02% | 235 |
|
|
2024
Q1 | $256K | Sell |
11,664
-3,504
| -23% | -$76.9K | 0.04% | 145 |
|
|
2023
Q4 | $337K | Buy |
+15,168
| New | +$337K | 0.06% | 130 |
|