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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-142,816	Closed	-$3.55M	–	4633
2023 Q3	$3.55M	Sell	142,816 -9,197	-6%	-$228K	0.02%	429
2023 Q2	$3.77M	Buy	152,013 +4,822	+3%	+$120K	0.02%	398
2023 Q1	$3.65M	Buy	+147,191	New	+$3.65M	0.02%	382