Carson Wealth (CWM LLC)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
133,134
-106,971
| -45% | -$2.5M | 0.01% | 765 |
|
|
2025
Q1 | $5.61M | Sell |
240,105
-9,111
| -4% | -$213K | 0.02% | 489 |
|
|
2024
Q4 | $5.81M | Sell |
249,216
-15,107
| -6% | -$352K | 0.02% | 440 |
|
|
2024
Q3 | $6.19M | Buy |
264,323
+159,257
| +152% | +$3.73M | 0.03% | 403 |
|
|
2024
Q2 | $2.44M | Buy |
105,066
+26,506
| +34% | +$616K | 0.01% | 586 |
|
|
2024
Q1 | $1.83M | Buy |
78,560
+19,373
| +33% | +$450K | 0.01% | 647 |
|
|
2023
Q4 | $1.38M | Buy |
59,187
+14,409
| +32% | +$335K | 0.01% | 679 |
|
|
2023
Q3 | $1.03M | Buy |
44,778
+6,078
| +16% | +$140K | 0.01% | 739 |
|
|
2023
Q2 | $895K | Buy |
38,700
+16,433
| +74% | +$380K | 0.01% | 751 |
|
|
2023
Q1 | $524K | Buy |
+22,267
| New | +$524K | ﹤0.01% | 877 |
|