BFP
COMB icon

Briaud Financial Planning’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Briaud Financial Planning’s Portfolio COMB Stock Details COMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-18,232
Closed -$517K – 19
2021
Q2 		$517K Buy
18,232
+805
+5% +$21.9K 0.34% 12
2021
Q1 		$435K Buy
+17,427
New +$434K 0.32% 14

Other funds holding COMB

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Briaud Financial Planning's COMB Position: Q3 2021 in Review

Briaud Financial Planning sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2021, closing a stake of 18,232 shares — an estimated $517K sold.

Briaud Financial Planning first reported a position in COMB in Q1 2021 and held it in 2 quarters. The position peaked at $517K in Q2 2021. 37 funds tracked by Wall St. Rank hold COMB as of Q3 2021.

  • Briaud Financial Planning reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2021 after selling out during the quarter.
  • Briaud Financial Planning sold 18,232 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2021, an estimated $517K.
  • Briaud Financial Planning first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q1 2021 and held it in 2 quarters.
  • Briaud Financial Planning's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $517K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2021.

Based on Briaud Financial Planning's 13F filing for Q3 2021, filed 20 Oct 2021.