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

Cfs Investment Advisory Services, LLC

$1.22 Billion
Q2 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 17,004 shares of IBTI stock, worth $380,039. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,004

Previous 16,939 0.38%

Holding current value

$380,039

Previous $377,000 0.8%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$22.09 - $22.44 $1,435 - $1,458	65 Added 0.38%	17,004 $380,000
Q1 2025 May 12, 2025	BUY	$21.77 - $22.25 $85,164 - $87,042	3,912 Added 30.03%	16,939 $377,000
Q4 2024 Jan 21, 2025	BUY	$21.81 - $22.48 $4,471 - $4,608	205 Added 1.6%	13,027 $285,000
Q3 2024 Nov 12, 2024	BUY	$21.7 - $22.6 $25,389 - $26,442	1,170 Added 10.04%	12,822 $289,000
Q2 2024 Aug 13, 2024	SELL	$21.51 - $21.88 $258 - $262	-12 Reduced 0.1%	11,652 $254,000
Q1 2024 May 15, 2024	SELL	$21.79 - $22.29 $76,352 - $78,104	-3,504 Reduced 23.1%	11,664 $256,000
Q4 2023 Feb 13, 2024	BUY	$21.24 - $22.25 $322,168 - $337,488	15,168 New	15,168 $337,000

Others Institutions Holding IBTI

# of Institutions

200

Shares Held

39.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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