CFS
Commonwealth Financial Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
10,367
-259
| -2% | -$6.58K | 0.05% | 170 |
|
|
2025
Q1 | $269K | Sell |
10,626
-950
| -8% | -$24K | 0.06% | 159 |
|
|
2024
Q4 | $291K | Hold |
11,576
| – | – | 0.06% | 151 |
|
|
2024
Q3 | $296K | Buy |
11,576
+1,113
| +11% | +$28.5K | 0.06% | 153 |
|
|
2024
Q2 | $262K | Sell |
10,463
-2,743
| -21% | -$68.7K | 0.05% | 160 |
|
|
2024
Q1 | $338K | Hold |
13,206
| – | – | 0.08% | 125 |
|
|
2023
Q4 | $338K | Buy |
+13,206
| New | +$338K | 0.08% | 124 |
|