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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-17,571
Closed -$455K 4373
2022
Q3
$455K Buy
17,571
+3,860
+28% +$100K ﹤0.01% 778
2022
Q2
$355K Buy
13,711
+13,559
+8,920% +$351K ﹤0.01% 834
2022
Q1
$4K Hold
152
﹤0.01% 2976
2021
Q4
$4K Buy
+152
New +$4K ﹤0.01% 2911