Carson Wealth (CWM LLC)’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.8M | Buy |
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|
2025
Q2 | $12.5M | Sell |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $9.34M | Buy |
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|
2024
Q1 | $8.8M | Buy |
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|
2023
Q4 | $7.58M | Buy |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $290K | 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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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $14K | Buy |
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