Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
228,435
+6,811
| +3% | +$173K | 0.02% | 542 |
|
|
2025
Q1 | $5.6M | Buy |
221,624
+24,959
| +13% | +$630K | 0.02% | 491 |
|
|
2024
Q4 | $4.9M | Buy |
196,665
+17,927
| +10% | +$446K | 0.02% | 478 |
|
|
2024
Q3 | $4.56M | Buy |
178,738
+25,941
| +17% | +$662K | 0.02% | 461 |
|
|
2024
Q2 | $3.79M | Buy |
152,797
+20,279
| +15% | +$502K | 0.02% | 477 |
|
|
2024
Q1 | $3.3M | Buy |
132,518
+18,464
| +16% | +$460K | 0.02% | 508 |
|
|
2023
Q4 | $2.86M | Buy |
114,054
+105,442
| +1,224% | +$2.65M | 0.02% | 511 |
|
|
2023
Q3 | $207K | Buy |
8,612
+1,701
| +25% | +$40.9K | ﹤0.01% | 1304 |
|
|
2023
Q2 | $169K | Buy |
6,911
+3,999
| +137% | +$97.8K | ﹤0.01% | 1319 |
|
|
2023
Q1 | $73K | Buy |
2,912
+1,111
| +62% | +$27.9K | ﹤0.01% | 1655 |
|
|
2022
Q4 | $44K | Hold |
1,801
| – | – | ﹤0.01% | 1803 |
|
|
2022
Q3 | $43K | Hold |
1,801
| – | – | ﹤0.01% | 1730 |
|
|
2022
Q2 | $45K | Buy |
+1,801
| New | +$45K | ﹤0.01% | 1673 |
|