Carson Wealth (CWM LLC)
IBMK

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,571
Closed -$455K – 4389
2022
Q3 		$455K Buy
17,571
+3,860
+28% +$99.9K ﹤0.01% 780
2022
Q2 		$355K Buy
13,711
+13,559
+8,920% +$351K ﹤0.01% 836
2022
Q1 		$4K Hold
152
– – ﹤0.01% 2987
2021
Q4 		$4K Buy
+152
New +$3.97K ﹤0.01% 2922

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBMK Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 17,571 shares — an estimated $455K sold.

Carson Wealth (CWM LLC) first reported a position in IBMK in Q4 2021 and held it in 4 quarters. The position peaked at $455K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17,571 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $455K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2021 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $455K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.