Carson Wealth (CWM LLC)’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
46,828
+7,671
| +20% | +$194K | ﹤0.01% | 1165 |
|
|
2025
Q1 | $990K | Buy |
39,157
+3,155
| +9% | +$79.8K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $905K | Buy |
36,002
+23,780
| +195% | +$598K | ﹤0.01% | 1135 |
|
|
2024
Q3 | $311K | Sell |
12,222
-5,195
| -30% | -$132K | ﹤0.01% | 1526 |
|
|
2024
Q2 | $436K | Buy |
17,417
+1,077
| +7% | +$27K | ﹤0.01% | 1240 |
|
|
2024
Q1 | $411K | Sell |
16,340
-19,328
| -54% | -$486K | ﹤0.01% | 1206 |
|
|
2023
Q4 | $907K | Buy |
35,668
+31,025
| +668% | +$789K | ﹤0.01% | 848 |
|
|
2023
Q3 | $114K | Sell |
4,643
-2,715
| -37% | -$66.7K | ﹤0.01% | 1556 |
|
|
2023
Q2 | $184K | Sell |
7,358
-4
| -0.1% | -$100 | ﹤0.01% | 1282 |
|
|
2023
Q1 | $187K | Buy |
+7,362
| New | +$187K | ﹤0.01% | 1219 |
|