CFA
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Carroll Financial Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Carroll Financial Associates’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-403
Closed -$10K – 1681
2020
Q4 		$10K Buy
+403
New +$10.8K ﹤0.01% 1109
2019
Q3 		– Sell
-188
Closed -$4K – 1604
2019
Q2 		$4K Hold
188
– – ﹤0.01% 1256
2019
Q1 		$4K Buy
+188
New +$4.45K ﹤0.01% 1155

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