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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.05M Buy
76,534
+4,833
+7% +$129K 0.01% 939
2025
Q1
$1.92M Buy
71,701
+3,919
+6% +$105K 0.01% 844
2024
Q4
$1.8M Buy
67,782
+17,484
+35% +$465K 0.01% 822
2024
Q3
$1.34M Sell
50,298
-16
-0% -$427 0.01% 871
2024
Q2
$1.33M Buy
50,314
+31,992
+175% +$848K 0.01% 763
2024
Q1
$485K Buy
18,322
+748
+4% +$19.8K ﹤0.01% 1154
2023
Q4
$467K Buy
17,574
+3,471
+25% +$92.2K ﹤0.01% 1088
2023
Q3
$368K Sell
14,103
-9,650
-41% -$252K ﹤0.01% 1079
2023
Q2
$626K Buy
23,753
+4,920
+26% +$130K ﹤0.01% 869
2023
Q1
$501K Buy
18,833
+18,100
+2,469% +$482K ﹤0.01% 891
2022
Q4
$19K Buy
+733
New +$19K ﹤0.01% 2405