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Carroll Financial Associates’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Carroll Financial Associates’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-240
Closed -$7K – 1681
2020
Q4 		$7K Buy
+240
New +$7.02K ﹤0.01% 1193

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PPWM
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Royal Bank of Canada
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Carroll Financial Associates's IBDT Position: Q1 2021 in Review

Carroll Financial Associates sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2021, closing a stake of 240 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in IBDT in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 77 funds tracked by Wall St. Rank hold IBDT as of Q1 2021.

  • Carroll Financial Associates reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 240 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2021, an estimated $7K.
  • Carroll Financial Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • Carroll Financial Associates's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $7K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2021.

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