Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBHG Stock Details IBHG 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 		$59K Hold
2024
Q3 		$60K Hold
2024
Q2 		$58K Hold
2024
Q1 		$59K Hold
2023
Q4 		$59K Buy
2023
Q3 		$40K Hold
2023
Q2 		$40K Hold
2023
Q1 		$40K Buy