Carson Wealth (CWM LLC)’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,781
| Closed | -$709K | – | 4635 |
|
|
2023
Q3 | $709K | Sell |
27,781
-10,161
| -27% | -$259K | ﹤0.01% | 861 |
|
|
2023
Q2 | $967K | Buy |
37,942
+1,857
| +5% | +$47.3K | 0.01% | 730 |
|
|
2023
Q1 | $918K | Buy |
36,085
+23,902
| +196% | +$608K | 0.01% | 683 |
|
|
2022
Q4 | $309K | Buy |
12,183
+10,233
| +525% | +$260K | ﹤0.01% | 941 |
|
|
2022
Q3 | $49K | Sell |
1,950
-900
| -32% | -$22.6K | ﹤0.01% | 1669 |
|
|
2022
Q2 | $73K | Buy |
+2,850
| New | +$73K | ﹤0.01% | 1447 |
|