Carson Wealth (CWM LLC)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
81,885
+8,562
| +12% | +$196K | 0.01% | 976 |
|
|
2025
Q1 | $1.68M | Sell |
73,323
-875
| -1% | -$20.1K | 0.01% | 888 |
|
|
2024
Q4 | $1.69M | Buy |
74,198
+5,643
| +8% | +$129K | 0.01% | 846 |
|
|
2024
Q3 | $1.58M | Buy |
68,555
+4,017
| +6% | +$92.6K | 0.01% | 802 |
|
|
2024
Q2 | $1.46M | Buy |
64,538
+18,424
| +40% | +$417K | 0.01% | 732 |
|
|
2024
Q1 | $1.05M | Sell |
46,114
-18,544
| -29% | -$421K | 0.01% | 830 |
|
|
2023
Q4 | $1.48M | Buy |
64,658
+49,131
| +316% | +$1.12M | 0.01% | 657 |
|
|
2023
Q3 | $349K | Buy |
15,527
+1,040
| +7% | +$23.4K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $328K | Buy |
14,487
+4,501
| +45% | +$102K | ﹤0.01% | 1075 |
|
|
2023
Q1 | $230K | Buy |
+9,986
| New | +$230K | ﹤0.01% | 1146 |
|