Carson Wealth (CWM LLC)’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
129,209
+4,395
| +4% | +$92.5K | 0.01% | 829 |
|
|
2025
Q1 | $2.59M | Buy |
124,814
+4,895
| +4% | +$102K | 0.01% | 744 |
|
|
2024
Q4 | $2.44M | Buy |
119,919
+1,741
| +1% | +$35.4K | 0.01% | 709 |
|
|
2024
Q3 | $2.51M | Buy |
118,178
+4,516
| +4% | +$95.8K | 0.01% | 632 |
|
|
2024
Q2 | $2.31M | Buy |
113,662
+11,564
| +11% | +$235K | 0.01% | 609 |
|
|
2024
Q1 | $2.09M | Buy |
102,098
+22,594
| +28% | +$463K | 0.01% | 608 |
|
|
2023
Q4 | $1.65M | Buy |
79,504
+77,508
| +3,883% | +$1.61M | 0.01% | 620 |
|
|
2023
Q3 | $39K | Buy |
1,996
+889
| +80% | +$17.4K | ﹤0.01% | 2220 |
|
|
2023
Q2 | $22K | Buy |
1,107
+8
| +0.7% | +$159 | ﹤0.01% | 2572 |
|
|
2023
Q1 | $23K | Buy |
+1,099
| New | +$23K | ﹤0.01% | 2401 |
|