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
2023
Q3 		$709K Sell
2023
Q2 		$967K Buy
2023
Q1 		$918K Buy
2022
Q4 		$309K Buy
2022
Q3 		$49K Sell
2022
Q2 		$73K Buy