Carson Wealth (CWM LLC)’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Sell |
3,533
-234
| -6% | -$5.43K | ﹤0.01% | 2882 |
|
|
2025
Q1 | $87K | Sell |
3,767
-2,103
| -36% | -$48.6K | ﹤0.01% | 2534 |
|
|
2024
Q4 | $136K | Hold |
5,870
| – | – | ﹤0.01% | 2073 |
|
|
2024
Q3 | $137K | Hold |
5,870
| – | – | ﹤0.01% | 1988 |
|
|
2024
Q2 | $134K | Hold |
5,870
| – | – | ﹤0.01% | 1799 |
|
|
2024
Q1 | $135K | Hold |
5,870
| – | – | ﹤0.01% | 1706 |
|
|
2023
Q4 | $135K | Buy |
5,870
+2,337
| +66% | +$53.7K | ﹤0.01% | 1595 |
|
|
2023
Q3 | $80K | Hold |
3,533
| – | – | ﹤0.01% | 1767 |
|
|
2023
Q2 | $80K | Hold |
3,533
| – | – | ﹤0.01% | 1685 |
|
|
2023
Q1 | $81K | Buy |
+3,533
| New | +$81K | ﹤0.01% | 1597 |
|