Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
39,362
+6,266
| +19% | +$159K | ﹤0.01% | 1239 |
|
|
2025
Q1 | $837K | Buy |
33,096
+3,641
| +12% | +$92.1K | ﹤0.01% | 1230 |
|
|
2024
Q4 | $742K | Buy |
29,455
+14,226
| +93% | +$358K | ﹤0.01% | 1223 |
|
|
2024
Q3 | $390K | Sell |
15,229
-1,925
| -11% | -$49.3K | ﹤0.01% | 1418 |
|
|
2024
Q2 | $429K | Buy |
17,154
+1,072
| +7% | +$26.8K | ﹤0.01% | 1250 |
|
|
2024
Q1 | $406K | Sell |
16,082
-18,129
| -53% | -$458K | ﹤0.01% | 1210 |
|
|
2023
Q4 | $875K | Buy |
34,211
+31,213
| +1,041% | +$798K | ﹤0.01% | 862 |
|
|
2023
Q3 | $73K | Buy |
2,998
+1,008
| +51% | +$24.5K | ﹤0.01% | 1838 |
|
|
2023
Q2 | $50K | Buy |
1,990
+343
| +21% | +$8.62K | ﹤0.01% | 1985 |
|
|
2023
Q1 | $42K | Buy |
+1,647
| New | +$42K | ﹤0.01% | 1986 |
|