Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 17,560 shares of IBTG stock, worth $401,948. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,560
Previous 13,840 26.88%
Holding current value
$401,948
Previous $316,000 27.53%
% of portfolio
0.04%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$22.77 - $22.94 $84,704 - $85,336
3,720 Added 26.88%
17,560 $403,000
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
289
Shares Held
66.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
Track This Portfolio

Track Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email