Carson Wealth (CWM LLC)
IBML

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-27,781
Closed -$709K – 4642
2023
Q3 		$709K Sell
27,781
-10,161
-27% -$259K ﹤0.01% 862
2023
Q2 		$967K Buy
37,942
+1,857
+5% +$47.2K 0.01% 731
2023
Q1 		$918K Buy
36,085
+23,902
+196% +$607K 0.01% 684
2022
Q4 		$309K Buy
12,183
+10,233
+525% +$259K ﹤0.01% 943
2022
Q3 		$49K Sell
1,950
-900
-32% -$22.9K ﹤0.01% 1671
2022
Q2 		$73K Buy
+2,850
New +$72.4K ﹤0.01% 1449

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBML Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 27,781 shares — an estimated $709K sold.

Carson Wealth (CWM LLC) first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $967K in Q2 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 27,781 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $709K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $967K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.