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Comprehensive Financial Consultants Institutional’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,977
Closed -$49K – 302
2021
Q4 		$49K Buy
+1,977
New +$49.6K 0.03% 234

Other funds holding IBTJ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2022, closing a stake of 1,977 shares — an estimated $49K sold.

Comprehensive Financial Consultants Institutional first reported a position in IBTJ in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 12 funds tracked by Wall St. Rank hold IBTJ as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 1,977 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2022, an estimated $49K.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $49K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2022.

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