Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,042	Closed	-$200K	–	165
2022 Q1	$200K	Hold	8,042	–	–	0.14%	154
2021 Q4	$204K	Buy	+8,042	New	+$209K	0.13%	151

Other funds holding IBDP

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IBDP Position: Q2 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2022, closing a stake of 8,042 shares — an estimated $200K sold.

Comprehensive Financial Consultants Institutional first reported a position in IBDP in Q4 2021 and held it in 2 quarters. The position peaked at $204K in Q4 2021. 224 funds tracked by Wall St. Rank hold IBDP as of Q2 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 8,042 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2022, an estimated $200K.
Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 2 quarters.
Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $204K in Q4 2021.
224 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2022, filed 9 Aug 2022.