Carson Wealth (CWM LLC)
IBMM

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% 1297
2024
Q2 		$538K Sell
20,673
-5,525
-21% -$144K ﹤0.01% 1164
2024
Q1 		$680K Buy
26,198
+3,681
+16% +$95.5K ﹤0.01% 1013
2023
Q4 		$584K Sell
22,517
-43,731
-66% -$1.13M ﹤0.01% 1008
2023
Q3 		$1.7M Sell
66,248
-9,789
-13% -$252K 0.01% 584
2023
Q2 		$1.96M Buy
76,037
+4,041
+6% +$104K 0.01% 524
2023
Q1 		$1.86M Buy
71,996
+70,620
+5,132% +$1.82M 0.01% 490
2022
Q4 		$35K Hold
1,376
– – ﹤0.01% 1990
2022
Q3 		$35K Hold
1,376
– – ﹤0.01% 1863
2022
Q2 		$36K Buy
+1,376
New +$35.6K ﹤0.01% 1790

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBMM Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 20,277 shares — an estimated $529K sold.

Carson Wealth (CWM LLC) first reported a position in IBMM in Q2 2022 and held it in 10 quarters. The position peaked at $1.96M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20,277 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $529K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.96M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.