Carson Wealth (CWM LLC)’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Sell |
902
-230
| -20% | -$5.36K | ﹤0.01% | 3871 |
|
|
2025
Q1 | $26K | Buy |
1,132
+230
| +25% | +$5.28K | ﹤0.01% | 3487 |
|
|
2024
Q4 | $21K | Hold |
902
| – | – | ﹤0.01% | 3402 |
|
|
2024
Q3 | $22K | Hold |
902
| – | – | ﹤0.01% | 3293 |
|
|
2024
Q2 | $21K | Hold |
902
| – | – | ﹤0.01% | 3076 |
|
|
2024
Q1 | $21K | Hold |
902
| – | – | ﹤0.01% | 2872 |
|
|
2023
Q4 | $21K | Hold |
902
| – | – | ﹤0.01% | 2743 |
|
|
2023
Q3 | $20K | Hold |
902
| – | – | ﹤0.01% | 2684 |
|
|
2023
Q2 | $20K | Hold |
902
| – | – | ﹤0.01% | 2635 |
|
|
2023
Q1 | $20K | Buy |
+902
| New | +$20K | ﹤0.01% | 2509 |
|