Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Cfs Investment Advisory Services, LLC

$1.19 Billion
Q3 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 13,840 shares of IBTG stock, worth $315,967. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,840

Previous 12,160 13.82%

Holding current value

$315,967

Previous $275,000 16.0%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$22.55 - $23.1 $37,884 - $38,808	1,680 Added 13.82%	13,840 $319,000
Q2 2024 Aug 13, 2024	SELL	$22.46 - $22.66 $269 - $271	-12 Reduced 0.1%	12,160 $275,000
Q1 2024 May 15, 2024	SELL	$22.62 - $22.94 $76,387 - $77,468	-3,377 Reduced 21.72%	12,172 $276,000
Q4 2023 Feb 13, 2024	SELL	$22.32 - $22.86 $39,863 - $40,827	-1,786 Reduced 10.3%	15,549 $355,000
Q3 2023 Nov 14, 2023	BUY	$22.4 - $22.75 $36,960 - $37,537	1,650 Added 10.52%	17,335 $390,000
Q2 2023 Jul 21, 2023	SELL	$22.63 - $23.26 $79,046 - $81,247	-3,493 Reduced 18.21%	15,685 $355,000
Q1 2023 May 05, 2023	BUY	$22.41 - $23.23 $170,136 - $176,362	7,592 Added 65.53%	19,178 $443,000
Q4 2022 Feb 13, 2023	BUY	$22.35 - $22.99 $258,947 - $266,362	11,586 New	11,586 $263,000

Others Institutions Holding IBTG

# of Institutions

217

Shares Held

42.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
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Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History