Carson Wealth (CWM LLC)
IBMP icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11M Buy
82,751
+11,602
+16% +$295K 0.01% 1176
2025
Q4 		$1.81M Buy
71,149
+29,099
+69% +$739K ﹤0.01% 1188
2025
Q3 		$1.07M Sell
42,050
-4,778
-10% -$122K ﹤0.01% 1364
2025
Q2 		$1.19M Buy
46,828
+7,671
+20% +$193K ﹤0.01% 1166
2025
Q1 		$990K Buy
39,157
+3,155
+9% +$79.6K ﹤0.01% 1131
2024
Q4 		$905K Buy
36,002
+23,780
+195% +$601K ﹤0.01% 1136
2024
Q3 		$311K Sell
12,222
-5,195
-30% -$131K ﹤0.01% 1527
2024
Q2 		$436K Buy
17,417
+1,077
+7% +$26.9K ﹤0.01% 1241
2024
Q1 		$411K Sell
16,340
-19,328
-54% -$488K ﹤0.01% 1207
2023
Q4 		$907K Buy
35,668
+31,025
+668% +$771K ﹤0.01% 849
2023
Q3 		$114K Sell
4,643
-2,715
-37% -$67.6K ﹤0.01% 1557
2023
Q2 		$184K Sell
7,358
-4
-0.1% -$101 ﹤0.01% 1284
2023
Q1 		$187K Buy
+7,362
New +$186K ﹤0.01% 1221

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