CFA
IBDO

Carroll Financial Associates’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Carroll Financial Associates’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-378
Closed -$9K – 1766
2019
Q2 		$9K Hold
378
– – ﹤0.01% 1058
2019
Q1 		$9K Buy
+378
New +$9.29K ﹤0.01% 984

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carroll Financial Associates's IBDO Position: Q3 2019 in Review

Carroll Financial Associates sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2019, closing a stake of 378 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in IBDO in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 122 funds tracked by Wall St. Rank hold IBDO as of Q3 2019.

  • Carroll Financial Associates reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 378 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2019, an estimated $9K.
  • Carroll Financial Associates first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
  • Carroll Financial Associates's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $9K in Q2 2019.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.