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Ishares Tr ibonds dec 27 shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of Ishares Tr ibonds dec 27 (IBMP) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in Ishares Tr ibonds dec 27

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All positions including Ishares Tr ibonds dec 27 held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 27 by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 50k 24.47
2023-06-30 $1.4M 58k 25.06
2023-03-31 $1.7M 66k 25.46
2022-12-31 $1.4M 58k 25.08

More positions owned by CFS Investment Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for CFS Investment Advisory Services

Top funds holding Ishares Tr ibonds dec 27

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Wilbanks Smith & Thomas Asset Management
Wells Fargo & Company
Us Bancorp
HighTower Advisors
Kathmere Capital Management
Heartwood Wealth Advisors
Morgan Stanley
CI Private Wealth
Hengehold Capital Management
Goss Wealth Management
UBS Group
Raymond James Financial Services Advisors

View all funds holding Ishares Tr ibonds dec 27