CFS Investment Advisory Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Hold	12,389	–	–	0.02%	328
2026 Q1	$271K	Sell	12,389 -15	-0.1%	-$329	0.02%	319
2025 Q4	$272K	Buy	+12,404	New	+$273K	0.02%	299
2025 Q3	–	Sell	-9,241	Closed	-$203K	–	343
2025 Q2	$203K	Sell	9,241 -1,269	-12%	-$27.6K	0.02%	321
2025 Q1	$229K	Buy	+10,510	New	+$226K	0.02%	290

Other funds holding IBTJ

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

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

CFS Investment Advisory Services held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 12,389 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #328.

CFS Investment Advisory Services first reported a position in IBTJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $272K in Q4 2025. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

CFS Investment Advisory Services held 12,389 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $268K as of Q2 2026.
CFS Investment Advisory Services left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #328 holding.
CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
CFS Investment Advisory Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $272K in Q4 2025.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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