Carson Wealth (CWM LLC)
IBDM

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDM Stock Details IBDM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,326
Closed -$32K – 3475
2018
Q4 		$32K Sell
1,326
-2,738
-67% -$66.1K ﹤0.01% 1001
2018
Q3 		$99K Sell
4,064
-2,468
-38% -$60.1K ﹤0.01% 621
2018
Q2 		$159K Buy
+6,532
New +$159K 0.01% 457