Carson Wealth (CWM LLC)’s iShares US Fixed Income Balanced Risk Systematic ETF FIBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
101
+1
| +1% | +$89 | ﹤0.01% | 4344 |
|
|
2025
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 4148 |
|
|
2024
Q4 | $9K | Buy |
100
+1
| +1% | +$90 | ﹤0.01% | 3919 |
|
|
2024
Q3 | $9K | Buy |
99
+1
| +1% | +$91 | ﹤0.01% | 3819 |
|
|
2024
Q2 | $8K | Sell |
98
-7
| -7% | -$571 | ﹤0.01% | 3655 |
|
|
2024
Q1 | $9K | Hold |
105
| – | – | ﹤0.01% | 3387 |
|
|
2023
Q4 | $9K | Buy |
105
+1
| +1% | +$86 | ﹤0.01% | 3234 |
|
|
2023
Q3 | $9K | Hold |
104
| – | – | ﹤0.01% | 3183 |
|
|
2023
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 3128 |
|
|
2023
Q1 | $9K | Hold |
104
| – | – | ﹤0.01% | 3002 |
|
|
2022
Q4 | $9K | Hold |
104
| – | – | ﹤0.01% | 2844 |
|
|
2022
Q3 | $9K | Hold |
104
| – | – | ﹤0.01% | 2742 |
|
|
2022
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 2629 |
|
|
2022
Q1 | $10K | Hold |
104
| – | – | ﹤0.01% | 2464 |
|
|
2021
Q4 | $10K | Buy |
+104
| New | +$10K | ﹤0.01% | 2341 |
|
|
2021
Q2 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2021
Q1 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2020
Q4 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2020
Q3 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2020
Q2 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2020
Q1 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2019
Q4 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2019
Q3 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2019
Q2 | $10K | Hold |
104
| – | – | ﹤0.01% | 2094 |
|
|
2019
Q1 | $10K | Sell |
104
-246,912
| -100% | -$23.7M | ﹤0.01% | 2094 |
|
|
2018
Q4 | $23.7M | Buy |
247,016
+82,243
| +50% | +$7.88M | 0.59% | 36 |
|
|
2018
Q3 | $16M | Sell |
164,773
-124,065
| -43% | -$12M | 0.41% | 63 |
|
|
2018
Q2 | $28M | Buy |
288,838
+149,492
| +107% | +$14.5M | 0.92% | 24 |
|
|
2018
Q1 | $13.6M | Buy |
+139,346
| New | +$13.6M | 0.54% | 51 |
|