CFS
Commonwealth Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
58,760
+6,976
| +13% | +$169K | 0.27% | 60 |
|
|
2025
Q1 | $1.25M | Sell |
51,784
-343,668
| -87% | -$8.32M | 0.26% | 65 |
|
|
2024
Q4 | $9.52M | Buy |
395,452
+10,428
| +3% | +$251K | 1.87% | 13 |
|
|
2024
Q3 | $9.33M | Buy |
385,024
+23,331
| +6% | +$565K | 1.84% | 12 |
|
|
2024
Q2 | $8.62M | Buy |
361,693
+30,820
| +9% | +$734K | 1.77% | 16 |
|
|
2024
Q1 | $7.91M | Sell |
330,873
-886
| -0.3% | -$21.2K | 1.86% | 17 |
|
|
2023
Q4 | $7.93M | Buy |
331,759
+120,258
| +57% | +$2.87M | 1.87% | 17 |
|
|
2023
Q3 | $4.94M | Buy |
+211,501
| New | +$4.94M | 1.47% | 21 |
|