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 |
|