Carson Wealth (CWM LLC)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.92M | Buy |
|
|||||
|
2025
Q2 | $1.47M | Buy |
|
|||||
|
2025
Q1 | $1.32M | Buy |
|
|||||
|
2024
Q4 | $1.2M | Buy |
|
|||||
|
2024
Q3 | $955K | Sell |
|
|||||
|
2024
Q2 | $944K | Buy |
|
|||||
|
2024
Q1 | $834K | Sell |
|
|||||
|
2023
Q4 | $1.33M | Buy |
|
|||||
|
2023
Q3 | $313K | Buy |
|
|||||
|
2023
Q2 | $193K | Buy |
|
|||||
|
2023
Q1 | $106K | Buy |
|