Comprehensive Financial Consultants Institutional’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-751	Closed	-$37K	–	313
2021 Q4	$37K	Buy	+751	New	+$38K	0.02%	258

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 751 shares — an estimated $37K sold.

Comprehensive Financial Consultants Institutional first reported a position in ISTB in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 751 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $37K.
Comprehensive Financial Consultants Institutional first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares Core 1-5 Year USD Bond ETF position peaked at $37K in Q4 2021.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

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