Carson Wealth (CWM LLC)’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Sell |
1,840
-242
| -12% | -$5.39K | ﹤0.01% | 3429 |
|
|
2025
Q1 | $46K | Sell |
2,082
-571
| -22% | -$12.6K | ﹤0.01% | 3044 |
|
|
2024
Q4 | $59K | Hold |
2,653
| – | – | ﹤0.01% | 2676 |
|
|
2024
Q3 | $60K | Hold |
2,653
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q2 | $58K | Hold |
2,653
| – | – | ﹤0.01% | 2364 |
|
|
2024
Q1 | $59K | Hold |
2,653
| – | – | ﹤0.01% | 2188 |
|
|
2023
Q4 | $59K | Buy |
2,653
+813
| +44% | +$18.1K | ﹤0.01% | 2063 |
|
|
2023
Q3 | $40K | Hold |
1,840
| – | – | ﹤0.01% | 2204 |
|
|
2023
Q2 | $40K | Hold |
1,840
| – | – | ﹤0.01% | 2132 |
|
|
2023
Q1 | $40K | Buy |
+1,840
| New | +$40K | ﹤0.01% | 2026 |
|