Carson Wealth (CWM LLC)’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
121,389
+1,246
| +1% | +$32.3K | 0.01% | 761 |
|
|
2025
Q1 | $3.07M | Buy |
120,143
+5,335
| +5% | +$136K | 0.01% | 680 |
|
|
2024
Q4 | $2.88M | Buy |
114,808
+8,914
| +8% | +$224K | 0.01% | 648 |
|
|
2024
Q3 | $2.8M | Buy |
105,894
+10,098
| +11% | +$267K | 0.01% | 595 |
|
|
2024
Q2 | $2.41M | Buy |
+95,796
| New | +$2.41M | 0.01% | 591 |
|