CFA
IBDP

Carroll Financial Associates’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Carroll Financial Associates’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-382
Closed -$9K – 1756
2019
Q2 		$9K Hold
382
– – ﹤0.01% 1057
2019
Q1 		$9K Buy
+382
New +$9.32K ﹤0.01% 982

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

Carroll Financial Associates sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2019, closing a stake of 382 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in IBDP in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 89 funds tracked by Wall St. Rank hold IBDP as of Q3 2019.

  • Carroll Financial Associates reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 382 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2019, an estimated $9K.
  • Carroll Financial Associates first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
  • Carroll Financial Associates's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $9K in Q2 2019.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2019.

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