Carson Wealth (CWM LLC)’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
152,270
+7,604
| +5% | +$167K | 0.01% | 729 |
|
|
2025
Q1 | $3.14M | Buy |
144,666
+17,216
| +14% | +$374K | 0.01% | 665 |
|
|
2024
Q4 | $2.72M | Buy |
127,450
+4,154
| +3% | +$88.7K | 0.01% | 669 |
|
|
2024
Q3 | $2.73M | Buy |
123,296
+13,600
| +12% | +$301K | 0.01% | 605 |
|
|
2024
Q2 | $2.33M | Buy |
109,696
+10,295
| +10% | +$219K | 0.01% | 605 |
|
|
2024
Q1 | $2.13M | Buy |
99,401
+23,694
| +31% | +$507K | 0.01% | 604 |
|
|
2023
Q4 | $1.64M | Buy |
75,707
+71,566
| +1,728% | +$1.55M | 0.01% | 624 |
|
|
2023
Q3 | $84K | Buy |
4,141
+1,166
| +39% | +$23.7K | ﹤0.01% | 1736 |
|
|
2023
Q2 | $63K | Buy |
2,975
+2,337
| +366% | +$49.5K | ﹤0.01% | 1831 |
|
|
2023
Q1 | $14K | Buy |
+638
| New | +$14K | ﹤0.01% | 2736 |
|