Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$887K Sell
2025
Q2 		$1M Buy
2025
Q1 		$837K Buy
2024
Q4 		$742K Buy
2024
Q3 		$390K Sell
2024
Q2 		$429K Buy
2024
Q1 		$406K Sell
2023
Q4 		$875K Buy
2023
Q3 		$73K Buy
2023
Q2 		$50K Buy
2023
Q1 		$42K Buy