Carson Wealth (CWM LLC)
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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
2025
Q3 		$24K Buy
2025
Q2 		$16K Sell
2025
Q1 		$21K Buy
2024
Q4 		$16K Hold
2024
Q3 		$16K Hold
2024
Q2 		$15K Hold
2024
Q1 		$16K Hold
2023
Q4 		$16K Hold
2023
Q3 		$15K Hold
2023
Q2 		$15K Hold
2023
Q1 		$15K Buy