Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,000	Closed	-$25K	–	527
2021 Q4	$25K	Buy	+1,000	New	+$26.1K	0.02%	286

Other funds holding IBMK

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

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

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2022, closing a stake of 1,000 shares — an estimated $25K sold.

Comprehensive Financial Consultants Institutional first reported a position in IBMK in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 140 funds tracked by Wall St. Rank hold IBMK as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,000 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2022, an estimated $25K.
Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $25K in Q4 2021.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2022.

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