Carson Wealth (CWM LLC)
IBHE icon

Carson Wealth (CWM LLC)’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$41K Hold
2025
Q2 		$41K Sell
2025
Q1 		$46K Sell
2024
Q4 		$180K Hold
2024
Q3 		$181K Hold
2024
Q2 		$180K Hold
2024
Q1 		$181K Sell
2023
Q4 		$181K Buy
2023
Q3 		$40K Hold
2023
Q2 		$40K Hold
2023
Q1 		$40K Buy