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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	202
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

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IBDR Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 0 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #202.

Comprehensive Financial Consultants Institutional first reported a position in IBDR in Q4 2021 and has held it in 4 quarters since. The position peaked at $272K in Q4 2021. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Comprehensive Financial Consultants Institutional held 0 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $207K as of Q2 2026.
Comprehensive Financial Consultants Institutional left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #202 holding.
Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and has held it in 4 quarters since.
Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $272K in Q4 2021.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.