Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,643	Closed	-$166K	–	533
2021 Q4	$166K	Buy	+6,643	New	+$168K	0.11%	167

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IBDN Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 6,643 shares — an estimated $166K sold.

Comprehensive Financial Consultants Institutional first reported a position in IBDN in Q4 2021 and held it in 1 quarter. The position peaked at $166K in Q4 2021. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 6,643 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $166K.
Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $166K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.