Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 17,806 shares of IBTH stock, worth $399,566. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,806

Previous 14,001 27.18%

Holding current value

$399,566

Previous $311,000 28.3%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$22.11 - $22.43 $84,128 - $85,346	3,805 Added 27.18%	17,806 $399,000
Q3 2024 Nov 12, 2024	BUY	$21.96 - $22.69 $39,132 - $40,433	1,782 Added 14.58%	14,001 $317,000
Q1 2024 May 15, 2024	SELL	$22.05 - $22.46 $75,874 - $77,284	-3,441 Reduced 21.97%	12,219 $271,000
Q4 2023 Feb 13, 2024	SELL	$21.61 - $22.41 $37,709 - $39,105	-1,745 Reduced 10.03%	15,660 $351,000
Q3 2023 Nov 14, 2023	BUY	$21.77 - $22.29 $36,769 - $37,647	1,689 Added 10.75%	17,405 $380,000
Q2 2023 Jul 21, 2023	SELL	$22.15 - $22.9 $78,854 - $81,524	-3,560 Reduced 18.47%	15,716 $348,000
Q1 2023 May 05, 2023	BUY	$21.92 - $22.83 $169,682 - $176,727	7,741 Added 67.11%	19,276 $437,000
Q4 2022 Feb 13, 2023	BUY	$21.81 - $22.62 $251,578 - $260,921	11,535 New	11,535 $257,000

Others Institutions Holding IBTH

# of Institutions

253

Shares Held

53.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

Track This Portfolio

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.

Account

Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History