Carson Wealth (CWM LLC)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
65,529
+6,516
| +11% | +$147K | 0.01% | 1067 |
|
|
2025
Q1 | $1.32M | Buy |
59,013
+4,783
| +9% | +$107K | 0.01% | 1011 |
|
|
2024
Q4 | $1.2M | Buy |
54,230
+12,047
| +29% | +$267K | 0.01% | 989 |
|
|
2024
Q3 | $955K | Sell |
42,183
-598
| -1% | -$13.5K | ﹤0.01% | 1060 |
|
|
2024
Q2 | $944K | Buy |
42,781
+5,163
| +14% | +$114K | ﹤0.01% | 927 |
|
|
2024
Q1 | $834K | Sell |
37,618
-21,945
| -37% | -$487K | ﹤0.01% | 932 |
|
|
2023
Q4 | $1.33M | Buy |
59,563
+45,225
| +315% | +$1.01M | 0.01% | 692 |
|
|
2023
Q3 | $313K | Buy |
14,338
+5,632
| +65% | +$123K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $193K | Buy |
8,706
+4,020
| +86% | +$89.1K | ﹤0.01% | 1265 |
|
|
2023
Q1 | $106K | Buy |
+4,686
| New | +$106K | ﹤0.01% | 1465 |
|