Carson Wealth (CWM LLC)’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Sell |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $626K | Sell |
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|
2024
Q2 | $752K | Buy |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $197K | Hold |
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|
2022
Q2 | $203K | Buy |
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