Carson Wealth (CWM LLC)
IBMJ

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-390
Closed -$10K – 3498
2018
Q4 		$10K Hold
390
– – ﹤0.01% 1354
2018
Q3 		$10K Buy
+390
New +$9.91K ﹤0.01% 1171

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Wells Fargo
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CIM
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Northwestern Mutual Wealth Management
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RJFSA
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HighTower Advisors
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Carson Wealth (CWM LLC)'s IBMJ Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2019, closing a stake of 390 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in IBMJ in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 105 funds tracked by Wall St. Rank hold IBMJ as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 390 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2019, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $10K in Q4 2018.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.