Carson Wealth (CWM LLC)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.24M | Buy |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $230K | Buy |
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