Carson Wealth (CWM LLC)’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,277
| Closed | -$529K | – | 5289 |
|
|
2024
Q3 | $529K | Sell |
20,277
-396
| -2% | -$10.3K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $538K | Sell |
20,673
-5,525
| -21% | -$144K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $680K | Buy |
26,198
+3,681
| +16% | +$95.5K | ﹤0.01% | 1012 |
|
|
2023
Q4 | $584K | Sell |
22,517
-43,731
| -66% | -$1.13M | ﹤0.01% | 1007 |
|
|
2023
Q3 | $1.7M | Sell |
66,248
-9,789
| -13% | -$251K | 0.01% | 583 |
|
|
2023
Q2 | $1.96M | Buy |
76,037
+4,041
| +6% | +$104K | 0.01% | 523 |
|
|
2023
Q1 | $1.86M | Buy |
71,996
+70,620
| +5,132% | +$1.83M | 0.01% | 489 |
|
|
2022
Q4 | $35K | Hold |
1,376
| – | – | ﹤0.01% | 1988 |
|
|
2022
Q3 | $35K | Hold |
1,376
| – | – | ﹤0.01% | 1861 |
|
|
2022
Q2 | $36K | Buy |
+1,376
| New | +$36K | ﹤0.01% | 1788 |
|