Carroll Financial Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Carroll Financial Associates’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$89K	Buy	1,499 +726	+94%	+$43.2K	﹤0.01%	559
2021 Q3	$46K	Buy	773 +1	+0.1%	+$61	﹤0.01%	764
2021 Q2	$46K	Hold	772	–	–	﹤0.01%	837
2021 Q1	$45K	Hold	772	–	–	﹤0.01%	795
2020 Q4	$47K	Hold	772	–	–	﹤0.01%	711
2020 Q3	$46K	Hold	772	–	–	﹤0.01%	672
2020 Q2	$46K	Hold	772	–	–	﹤0.01%	672
2020 Q1	$42K	Hold	772	–	–	﹤0.01%	613
2019 Q4	$44K	Hold	772	–	–	﹤0.01%	680
2019 Q3	$44K	Hold	772	–	–	﹤0.01%	650
2019 Q2	$43K	Buy	772 +16	+2%	+$888	﹤0.01%	644
2019 Q1	$41K	Hold	756	–	–	﹤0.01%	600
2018 Q4	$39K	Hold	756	–	–	﹤0.01%	529
2018 Q3	$40K	Buy	+756	New	+$40.2K	﹤0.01%	551

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carroll Financial Associates's IGIB Position: Q4 2021 in Review

Carroll Financial Associates increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 94% in Q4 2021, buying an estimated $43.2K and bringing the position to 1,499 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Carroll Financial Associates first reported a position in IGIB in Q3 2018 and has held it in 14 quarters since. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Carroll Financial Associates held 1,499 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $89K as of Q4 2021.
Carroll Financial Associates bought 726 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $43.2K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #559 holding.
Carroll Financial Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 14 quarters since.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.