Carson Wealth (CWM LLC)’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.05M Buy
2025
Q2
$2.05M Buy
2025
Q1
$1.92M Buy
2024
Q4
$1.8M Buy
2024
Q3
$1.34M Sell
2024
Q2
$1.33M Buy
2024
Q1
$485K Buy
2023
Q4
$467K Buy
2023
Q3
$368K Sell
2023
Q2
$626K Buy
2023
Q1
$501K Buy
2022
Q4
$19K Buy