Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,078	Closed	-$129K	–	522
2021 Q4	$129K	Buy	+5,078	New	+$131K	0.08%	178

Other funds holding IBDO

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

RJFSA

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2022, closing a stake of 5,078 shares — an estimated $129K sold.

Comprehensive Financial Consultants Institutional first reported a position in IBDO in Q4 2021 and held it in 1 quarter. The position peaked at $129K in Q4 2021. 201 funds tracked by Wall St. Rank hold IBDO as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 5,078 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2022, an estimated $129K.
Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $129K in Q4 2021.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2022.

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