Carson Wealth (CWM LLC)
IBDK

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-359
Closed -$9K – 3509
2018
Q4 		$9K Hold
359
– – ﹤0.01% 1397
2018
Q3 		$9K Sell
359
-801
-69% -$19.9K ﹤0.01% 1209
2018
Q2 		$29K Buy
+1,160
New +$28.7K ﹤0.01% 765

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBDK Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q1 2019, closing a stake of 359 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in IBDK in Q2 2018 and held it in 3 quarters. The position peaked at $29K in Q2 2018. 125 funds tracked by Wall St. Rank hold IBDK as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 359 iShares iBonds Dec 2019 Term Corporate ETF shares in Q1 2019, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2019 Term Corporate ETF position peaked at $29K in Q2 2018.
  • 125 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.