Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,945	Closed	-$52K	–	301
2021 Q4	$52K	Buy	+1,945	New	+$55.3K	0.03%	231

Other funds holding IBDT

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2022, closing a stake of 1,945 shares — an estimated $52K sold.

Comprehensive Financial Consultants Institutional first reported a position in IBDT in Q4 2021 and held it in 1 quarter. The position peaked at $52K in Q4 2021. 84 funds tracked by Wall St. Rank hold IBDT as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,945 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2022, an estimated $52K.
Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $52K in Q4 2021.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2022.

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