Carson Wealth (CWM LLC)’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
55,193
+6,197
| +13% | +$159K | 0.01% | 1084 |
|
|
2025
Q1 | $1.25M | Buy |
48,996
+1,041
| +2% | +$26.6K | 0.01% | 1026 |
|
|
2024
Q4 | $1.22M | Buy |
47,955
+23,568
| +97% | +$600K | 0.01% | 977 |
|
|
2024
Q3 | $626K | Sell |
24,387
-5,301
| -18% | -$136K | ﹤0.01% | 1233 |
|
|
2024
Q2 | $752K | Buy |
29,688
+1,842
| +7% | +$46.7K | ﹤0.01% | 1041 |
|
|
2024
Q1 | $706K | Sell |
27,846
-15,607
| -36% | -$396K | ﹤0.01% | 995 |
|
|
2023
Q4 | $1.11M | Buy |
43,453
+28,037
| +182% | +$716K | 0.01% | 762 |
|
|
2023
Q3 | $382K | Sell |
15,416
-10,853
| -41% | -$269K | ﹤0.01% | 1064 |
|
|
2023
Q2 | $661K | Buy |
26,269
+1,587
| +6% | +$39.9K | ﹤0.01% | 851 |
|
|
2023
Q1 | $630K | Buy |
24,682
+16,679
| +208% | +$426K | ﹤0.01% | 815 |
|
|
2022
Q4 | $202K | Hold |
8,003
| – | – | ﹤0.01% | 1097 |
|
|
2022
Q3 | $197K | Hold |
8,003
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q2 | $203K | Buy |
+8,003
| New | +$203K | ﹤0.01% | 1040 |
|