Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	187
2025 Q4	–	Hold	0	–	–	–	188
2025 Q3	–	Hold	0	–	–	–	181
2025 Q2	–	Hold	0	–	–	–	177
2025 Q1	–	Hold	0	–	–	–	172
2024 Q4	–	Hold	0	–	–	–	163
2024 Q3	–	Hold	0	–	–	–	160
2024 Q2	–	Hold	0	–	–	–	155
2024 Q1	–	Hold	0	–	–	–	153
2023 Q4	–	Hold	0	–	–	–	147
2023 Q3	–	Hold	0	–	–	–	151
2023 Q2	–	Hold	0	–	–	–	150
2023 Q1	–	Hold	0	–	–	–	146
2022 Q4	–	Sell	-9,694	Closed	-$225K	–	142
2022 Q3	$221K	Hold	9,694	–	–	0.15%	145
2022 Q2	$231K	Sell	9,694 -1,098	-10%	-$26.4K	0.16%	139
2022 Q1	$259K	Hold	10,792	–	–	0.18%	136
2021 Q4	$272K	Buy	+10,792	New	+$283K	0.17%	129