Carson Wealth (CWM LLC)’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
670
-230
| -26% | -$5.49K | ﹤0.01% | 4037 |
|
|
2025
Q1 | $21K | Buy |
900
+230
| +34% | +$5.37K | ﹤0.01% | 3628 |
|
|
2024
Q4 | $16K | Hold |
670
| – | – | ﹤0.01% | 3585 |
|
|
2024
Q3 | $16K | Hold |
670
| – | – | ﹤0.01% | 3509 |
|
|
2024
Q2 | $15K | Hold |
670
| – | – | ﹤0.01% | 3300 |
|
|
2024
Q1 | $16K | Hold |
670
| – | – | ﹤0.01% | 3038 |
|
|
2023
Q4 | $16K | Hold |
670
| – | – | ﹤0.01% | 2906 |
|
|
2023
Q3 | $15K | Hold |
670
| – | – | ﹤0.01% | 2872 |
|
|
2023
Q2 | $15K | Hold |
670
| – | – | ﹤0.01% | 2813 |
|
|
2023
Q1 | $15K | Buy |
+670
| New | +$15K | ﹤0.01% | 2688 |
|