Carson Wealth (CWM LLC)’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
103,231
+2,877
| +3% | +$72.7K | 0.01% | 848 |
|
|
2025
Q1 | $2.51M | Buy |
100,354
+3,389
| +3% | +$84.7K | 0.01% | 759 |
|
|
2024
Q4 | $2.38M | Buy |
96,965
+4,428
| +5% | +$109K | 0.01% | 720 |
|
|
2024
Q3 | $2.38M | Buy |
92,537
+3,742
| +4% | +$96.2K | 0.01% | 647 |
|
|
2024
Q2 | $2.18M | Buy |
88,795
+9,050
| +11% | +$222K | 0.01% | 624 |
|
|
2024
Q1 | $1.98M | Buy |
79,745
+17,079
| +27% | +$424K | 0.01% | 620 |
|
|
2023
Q4 | $1.58M | Buy |
62,666
+60,634
| +2,984% | +$1.53M | 0.01% | 633 |
|
|
2023
Q3 | $48K | Buy |
+2,032
| New | +$48K | ﹤0.01% | 2085 |
|