Carson Wealth (CWM LLC)’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Sell |
1,755
-234
| -12% | -$5.47K | ﹤0.01% | 3430 |
|
|
2025
Q1 | $46K | Sell |
1,989
-5,759
| -74% | -$133K | ﹤0.01% | 3045 |
|
|
2024
Q4 | $180K | Hold |
7,748
| – | – | ﹤0.01% | 1891 |
|
|
2024
Q3 | $181K | Hold |
7,748
| – | – | ﹤0.01% | 1807 |
|
|
2024
Q2 | $180K | Hold |
7,748
| – | – | ﹤0.01% | 1637 |
|
|
2024
Q1 | $181K | Sell |
7,748
-100
| -1% | -$2.34K | ﹤0.01% | 1559 |
|
|
2023
Q4 | $181K | Buy |
7,848
+6,093
| +347% | +$141K | ﹤0.01% | 1464 |
|
|
2023
Q3 | $40K | Hold |
1,755
| – | – | ﹤0.01% | 2205 |
|
|
2023
Q2 | $40K | Hold |
1,755
| – | – | ﹤0.01% | 2133 |
|
|
2023
Q1 | $40K | Buy |
+1,755
| New | +$40K | ﹤0.01% | 2027 |
|