Carson Wealth (CWM LLC)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
201,489
+6,648
| +3% | +$155K | 0.02% | 605 |
|
|
2025
Q1 | $4.51M | Buy |
194,841
+55,450
| +40% | +$1.28M | 0.02% | 557 |
|
|
2024
Q4 | $3.18M | Buy |
139,391
+7,043
| +5% | +$161K | 0.01% | 602 |
|
|
2024
Q3 | $3.11M | Buy |
132,348
+22,702
| +21% | +$534K | 0.01% | 565 |
|
|
2024
Q2 | $2.49M | Buy |
109,646
+12,135
| +12% | +$275K | 0.01% | 582 |
|
|
2024
Q1 | $2.23M | Buy |
97,511
+26,713
| +38% | +$610K | 0.01% | 594 |
|
|
2023
Q4 | $1.63M | Buy |
70,798
+66,070
| +1,397% | +$1.52M | 0.01% | 625 |
|
|
2023
Q3 | $104K | Sell |
4,728
-83
| -2% | -$1.83K | ﹤0.01% | 1602 |
|
|
2023
Q2 | $108K | Buy |
4,811
+2,206
| +85% | +$49.5K | ﹤0.01% | 1527 |
|
|
2023
Q1 | $60K | Buy |
2,605
+584
| +29% | +$13.5K | ﹤0.01% | 1762 |
|
|
2022
Q4 | $45K | Hold |
2,021
| – | – | ﹤0.01% | 1796 |
|
|
2022
Q3 | $44K | Hold |
2,021
| – | – | ﹤0.01% | 1716 |
|
|
2022
Q2 | $46K | Buy |
+2,021
| New | +$46K | ﹤0.01% | 1663 |
|