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CFS Investment Advisory Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

CFS Investment Advisory Services’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Hold
14,333
– – 0.02% 310
2026
Q1 		$320K Buy
14,333
+24
+0.2% +$536 0.02% 306
2025
Q4 		$320K Buy
14,309
+424
+3% +$9.49K 0.02% 281
2025
Q3 		$312K Sell
13,885
-3,119
-18% -$69.6K 0.02% 284
2025
Q2 		$380K Buy
17,004
+65
+0.4% +$1.45K 0.03% 255
2025
Q1 		$377K Buy
16,939
+3,912
+30% +$86.1K 0.03% 250
2024
Q4 		$285K Buy
13,027
+205
+2% +$4.52K 0.03% 260
2024
Q3 		$289K Buy
12,822
+1,170
+10% +$26.1K 0.02% 256
2024
Q2 		$254K Sell
11,652
-12
-0.1% -$260 0.02% 235
2024
Q1 		$256K Sell
11,664
-3,504
-23% -$77.1K 0.04% 145
2023
Q4 		$337K Buy
+15,168
New +$329K 0.06% 130

Other funds holding IBTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

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

CFS Investment Advisory Services held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 14,333 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #310.

CFS Investment Advisory Services first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $380K in Q2 2025. 69 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • CFS Investment Advisory Services held 14,333 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $317K as of Q2 2026.
  • CFS Investment Advisory Services left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #310 holding.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • CFS Investment Advisory Services's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $380K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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