Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.07M | Buy |
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2025
Q2 | $5.81M | Buy |
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2025
Q1 | $5.6M | Buy |
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|
2024
Q4 | $4.9M | Buy |
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|
2024
Q3 | $4.56M | Buy |
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|
2024
Q2 | $3.79M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $2.86M | Buy |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $169K | Buy |
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|
2023
Q1 | $73K | Buy |
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|
2022
Q4 | $44K | Hold |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $45K | Buy |
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