Carson Wealth (CWM LLC)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.92M | Sell |
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|
2025
Q2 | $3.11M | Sell |
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|
2025
Q1 | $5.61M | Sell |
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|
2024
Q4 | $5.81M | Sell |
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|
2024
Q3 | $6.19M | Buy |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $895K | Buy |
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|
2023
Q1 | $524K | Buy |
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