Carson Wealth (CWM LLC)
IBDY icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.46M Buy
2025
Q2 		$3.15M Buy
2025
Q1 		$3.07M Buy
2024
Q4 		$2.88M Buy
2024
Q3 		$2.8M Buy
2024
Q2 		$2.41M Buy