Community Financial Services Group, LLC IBTK β€” ISHARES TR

Ownership history in Community Financial Services Group, LLC  Β·  1 quarter on record

AI Ownership Summary

Community Financial Services Group, LLC reported ISHARES TR (IBTK) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q2. The latest visible filing shows IBTK at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBTK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Community Financial Services Group, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBTK was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Community Financial Services Group, LLC held IBTK β€” position size vs. price
% of Fund (quarterly)    IBTK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 36,747 β€” β€” 0.10% $715K 2026-07-09 $19.45

FAQ About Community Financial Services Group, LLC and IBTK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Community Financial Services Group, LLC reported owning IBTK?

Community Financial Services Group, LLC reported IBTK across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported IBTK position in Community Financial Services Group, LLC's portfolio?

The largest reported portfolio weight for IBTK was 0.10% in 2026 Q2.

What is the latest reported IBTK position on this page?

The most recent filing on this page is 2026 Q2, when Community Financial Services Group, LLC reported 36,747 shares, equal to 0.10% of portfolio, with an estimated market value of $715K.

What does the chart on this IBTK ownership page compare?

The chart compares Community Financial Services Group, LLC's quarterly IBTK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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