Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	0	–	–	–	177
2025 Q2	–	Hold	0	–	–	–	176
2025 Q1	–	Hold	0	–	–	–	166
2024 Q4	–	Hold	0	–	–	–	159
2024 Q3	–	Hold	0	–	–	–	155
2024 Q2	–	Hold	0	–	–	–	146
2024 Q1	–	Hold	0	–	–	–	142
2023 Q4	–	Hold	0	–	–	–	139
2023 Q3	–	Hold	0	–	–	–	139
2023 Q2	–	Hold	0	–	–	–	144
2023 Q1	–	Hold	0	–	–	–	141
2022 Q4	–	Sell	-9,836	Closed	-$238K	–	139
2022 Q3	$235K	Sell	9,836 -499	-5%	-$12.3K	0.16%	141
2022 Q2	$255K	Hold	10,335	–	–	0.18%	135
2022 Q1	$256K	Hold	10,335	–	–	0.18%	138
2021 Q4	$265K	Buy	+10,335	New	+$275K	0.17%	133

Other funds holding IBDQ

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IBDQ Position: Q3 2025 in Review

Comprehensive Financial Consultants Institutional held its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) position steady in Q3 2025 at 0 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #177.

Comprehensive Financial Consultants Institutional first reported a position in IBDQ in Q4 2021 and has held it in 4 quarters since. The position peaked at $265K in Q4 2021. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Comprehensive Financial Consultants Institutional held 0 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $225K as of Q3 2025.
Comprehensive Financial Consultants Institutional left its iShares iBonds Dec 2025 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.07% of Comprehensive Financial Consultants Institutional's portfolio in Q3 2025, its #177 holding.
Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and has held it in 4 quarters since.
Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $265K in Q4 2021.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2025, filed 16 Oct 2025.