Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$29K Buy
2025
Q2 		$21K Sell
2025
Q1 		$26K Buy
2024
Q4 		$21K Hold
2024
Q3 		$22K Hold
2024
Q2 		$21K Hold
2024
Q1 		$21K Hold
2023
Q4 		$21K Hold
2023
Q3 		$20K Hold
2023
Q2 		$20K Hold
2023
Q1 		$20K Buy