Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q3 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 17,067 shares of IBTG stock, worth $390,834. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,067
Previous 17,536
2.67%
Holding current value
$390,834
Previous $402,000
2.74%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding IBTG
# of Institutions
315Shares Held
80.4MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio