Carson Wealth (CWM LLC)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.93M | Buy |
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|
2025
Q2 | $4.7M | Buy |
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2025
Q1 | $4.51M | Buy |
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|
2024
Q4 | $3.18M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.49M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $104K | Sell |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | $60K | Buy |
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|
2022
Q4 | $45K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $46K | Buy |
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