Carson Wealth (CWM LLC)’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.4M | Sell |
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|
2025
Q2 | $31.6M | Buy |
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|
2025
Q1 | $28M | Sell |
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|
2024
Q4 | $35M | Sell |
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|
2024
Q3 | $38.2M | Sell |
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|
2024
Q2 | $37.8M | Sell |
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|
2024
Q1 | $40.6M | Sell |
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|
2023
Q4 | $56.3M | Sell |
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|
2023
Q3 | $83.6M | Sell |
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|
2023
Q2 | $269M | Sell |
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|
2023
Q1 | $284M | Sell |
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|
2022
Q4 | $313M | Sell |
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|
2022
Q3 | $612M | Buy |
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|
2022
Q2 | $548M | Sell |
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|
2022
Q1 | $598M | Buy |
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|
2021
Q4 | $566M | Buy |
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|
2021
Q2 | $572M | Hold |
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|
2021
Q1 | $572M | Hold |
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|
2020
Q4 | $572M | Hold |
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|
2020
Q3 | $572M | Hold |
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|
2020
Q2 | $572M | Hold |
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|
2020
Q1 | $572M | Hold |
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|
2019
Q4 | $572M | Hold |
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|
2019
Q3 | $572M | Hold |
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|
2019
Q2 | $572M | Hold |
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|
2019
Q1 | $572M | Buy |
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|
2018
Q4 | $27.1M | Buy |
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|
2018
Q3 | $19.6M | Sell |
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|
2018
Q2 | $31.7M | Buy |
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|
2018
Q1 | $24.8M | Sell |
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|
2017
Q4 | $39.2M | Buy |
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|
2017
Q3 | $22.2M | Buy |
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|
2017
Q2 | $12.6M | Buy |
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|
2017
Q1 | $8.56M | Buy |
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|
2016
Q4 | $7.5M | Buy |
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|
2016
Q3 | $5.18M | Buy |
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|
2016
Q2 | $4.42M | Sell |
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|
2016
Q1 | $4.62M | Buy |
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|
2015
Q4 | $606K | Buy |
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