CFA
IBDQ

Carroll Financial Associates’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Carroll Financial Associates’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-259
Closed -$7K – 1678
2020
Q4 		$7K Buy
+259
New +$7.04K ﹤0.01% 1192
2019
Q3 		– Sell
-384
Closed -$9K – 1600
2019
Q2 		$9K Hold
384
– – ﹤0.01% 1043
2019
Q1 		$9K Buy
+384
New +$9.34K ﹤0.01% 969

Other funds holding IBDQ

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Carroll Financial Associates's IBDQ Position: Q1 2021 in Review

Carroll Financial Associates sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2021, closing a stake of 259 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in IBDQ in Q1 2019 and held it in 3 quarters. The position peaked at $9K in Q2 2019. 147 funds tracked by Wall St. Rank hold IBDQ as of Q1 2021.

  • Carroll Financial Associates reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 259 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2021, an estimated $7K.
  • Carroll Financial Associates first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2019 and held it in 3 quarters.
  • Carroll Financial Associates's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $9K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2021.

Based on Carroll Financial Associates's 13F filing for Q1 2021, filed 6 Apr 2021.