Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,650	Closed	-$93K	–	300
2021 Q4	$93K	Buy	+3,650	New	+$97.2K	0.06%	190

Other funds holding IBDS

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2022, closing a stake of 3,650 shares — an estimated $93K sold.

Comprehensive Financial Consultants Institutional first reported a position in IBDS in Q4 2021 and held it in 1 quarter. The position peaked at $93K in Q4 2021. 105 funds tracked by Wall St. Rank hold IBDS as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 3,650 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2022, an estimated $93K.
Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $93K in Q4 2021.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2022.

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