Carson Wealth (CWM LLC)
IBHH icon

Carson Wealth (CWM LLC)’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.7K Hold
670
– – ﹤0.01% 4558
2025
Q4 		$16K Sell
670
-334
-33% -$7.91K ﹤0.01% 4295
2025
Q3 		$24K Buy
1,004
+334
+50% +$7.92K ﹤0.01% 4011
2025
Q2 		$16K Sell
670
-230
-26% -$5.36K ﹤0.01% 4040
2025
Q1 		$21K Buy
900
+230
+34% +$5.41K ﹤0.01% 3631
2024
Q4 		$16K Hold
670
– – ﹤0.01% 3587
2024
Q3 		$16K Hold
670
– – ﹤0.01% 3511
2024
Q2 		$15K Hold
670
– – ﹤0.01% 3302
2024
Q1 		$16K Hold
670
– – ﹤0.01% 3040
2023
Q4 		$16K Hold
670
– – ﹤0.01% 2909
2023
Q3 		$15K Hold
670
– – ﹤0.01% 2874
2023
Q2 		$15K Hold
670
– – ﹤0.01% 2816
2023
Q1 		$15K Buy
+670
New +$15.1K ﹤0.01% 2690

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