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Comprehensive Financial Consultants Institutional’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-653
Closed -$72K – 305
2021
Q4 		$72K Buy
+653
New +$75.1K 0.05% 211

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WCM
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Fidelity Investments
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Ameriprise
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Comprehensive Financial Consultants Institutional's IEF Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 653 shares — an estimated $72K sold.

Comprehensive Financial Consultants Institutional first reported a position in IEF in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 653 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $72K.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's iShares 7-10 Year Treasury Bond ETF position peaked at $72K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

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