Carson Wealth (CWM LLC)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.6M | Sell |
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2025
Q2 | $14.9M | Sell |
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2025
Q1 | $15M | Buy |
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|
2024
Q4 | $13.1M | Sell |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $9.81M | Buy |
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|
2023
Q3 | $6.04M | Buy |
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|
2023
Q2 | $729K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $54K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $55K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $12K | Sell |
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|
2018
Q2 | $25K | Buy |
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