Carroll Financial Associates’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$408K	Buy	5,834 +5,825	+64,722%	+$407K	0.02%	276
2021 Q3	$0	Hold	9	–	–	﹤0.01%	1837
2021 Q2	$0	Hold	9	–	–	﹤0.01%	1758
2021 Q1	$0	Hold	9	–	–	﹤0.01%	1683
2020 Q4	$0	Hold	9	–	–	﹤0.01%	1584
2020 Q3	$0	Hold	9	–	–	﹤0.01%	1572
2020 Q2	$0	Hold	9	–	–	﹤0.01%	1592
2020 Q1	$0	Hold	9	–	–	﹤0.01%	1549
2019 Q4	$0	Hold	9	–	–	﹤0.01%	1604
2019 Q3	$0	Hold	9	–	–	﹤0.01%	1606
2019 Q2	$0	Buy	+9	New	+$547	﹤0.01%	1627
2016 Q1	–	Sell	-51	Closed	-$2K	–	1158
2015 Q4	$2K	Hold	51	–	–	﹤0.01%	992
2015 Q3	$2K	Hold	51	–	–	﹤0.01%	968
2015 Q2	$3K	Hold	51	–	–	﹤0.01%	932
2015 Q1	$3K	Hold	51	–	–	﹤0.01%	694
2014 Q4	$3K	Buy	+51	New	+$3.1K	﹤0.01%	630

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Carroll Financial Associates increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 64,722% in Q4 2021, buying an estimated $407K and bringing the position to 5,834 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #276.

Carroll Financial Associates first reported a position in IGLB in Q4 2014 and has held it in 16 quarters since. 149 funds tracked by Wall St. Rank hold IGLB as of Q4 2021.

Carroll Financial Associates held 5,834 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $408K as of Q4 2021.
Carroll Financial Associates bought 5,825 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $407K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #276 holding.
Carroll Financial Associates first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 16 quarters since.
149 funds tracked by Wall St. Rank held iShares 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.