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Carroll Financial Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Carroll Financial Associates’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-391
Closed -$10K – 1680
2020
Q4 		$10K Buy
+391
New +$10.7K ﹤0.01% 1110

Other funds holding IBDS

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carroll Financial Associates sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2021, closing a stake of 391 shares — an estimated $10K sold.

Carroll Financial Associates first reported a position in IBDS in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 87 funds tracked by Wall St. Rank hold IBDS as of Q1 2021.

  • Carroll Financial Associates reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 391 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2021, an estimated $10K.
  • Carroll Financial Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • Carroll Financial Associates's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $10K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2021.

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