Carson Wealth (CWM LLC)
IBHD

Carson Wealth (CWM LLC)’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,477
Closed -$151K – 5243
2024
Q3 		$151K Hold
6,477
– – ﹤0.01% 1928
2024
Q2 		$151K Hold
6,477
– – ﹤0.01% 1736
2024
Q1 		$151K Hold
6,477
– – ﹤0.01% 1656
2023
Q4 		$150K Buy
+6,477
New +$150K ﹤0.01% 1553

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBHD Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 6,477 shares — an estimated $151K sold.

Carson Wealth (CWM LLC) first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $151K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6,477 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $151K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds 2024 Term High Yield and Income ETF position peaked at $151K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.