Carson Wealth (CWM LLC)
IBTD

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-142,816
Closed -$3.54M – 4640
2023
Q3 		$3.54M Sell
142,816
-9,197
-6% -$228K 0.02% 430
2023
Q2 		$3.77M Buy
152,013
+4,822
+3% +$119K 0.02% 399
2023
Q1 		$3.65M Buy
+147,191
New +$3.64M 0.02% 383

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBTD Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 142,816 shares — an estimated $3.54M sold.

Carson Wealth (CWM LLC) first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $3.77M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 142,816 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $3.54M.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2023 Term Treasury ETF position peaked at $3.77M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.