Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q1 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 24,386 shares of IBMQ stock, worth $616,234. This represents 0.05% of its overall portfolio holdings.

Number of Shares

24,386

Previous 28,935 15.72%

Holding current value

$616,234

Previous $729,000 15.36%

% of portfolio

0.05%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$25.08 - $25.39 $114,088 - $115,499	-4,549 Reduced 15.72%	24,386 $617,000
Q4 2024 Jan 21, 2025	SELL	$25.06 - $25.59 $59,216 - $60,469	-2,363 Reduced 7.55%	28,935 $729,000
Q3 2024 Nov 12, 2024	SELL	$24.91 - $25.63 $52,684 - $54,207	-2,115 Reduced 6.33%	31,298 $802,000
Q2 2024 Aug 13, 2024	SELL	$24.81 - $25.19 $325,581 - $330,568	-13,123 Reduced 28.2%	33,413 $836,000
Q1 2024 May 15, 2024	BUY	$25.27 - $25.61 $30,627 - $31,039	1,212 Added 2.67%	46,536 $1.18 Million
Q4 2023 Feb 13, 2024	BUY	$24.26 - $25.61 $1.1 Million - $1.16 Million	45,324 New	45,324 $1.16 Million

Others Institutions Holding IBMQ

# of Institutions

151

Shares Held

16M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
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Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History