Carson Wealth (CWM LLC)’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.61M | Buy |
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2025
Q2 | $3.35M | Buy |
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2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $2.72M | Buy |
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|
2024
Q3 | $2.73M | Buy |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $84K | Buy |
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|
2023
Q2 | $63K | Buy |
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|
2023
Q1 | $14K | Buy |
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