Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Buy |
43,588
+4,722
| +12% | +$106K | ﹤0.01% | 1245 |
|
|
2025
Q1 | $865K | Buy |
38,866
+7,194
| +23% | +$160K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $694K | Buy |
31,672
+2,696
| +9% | +$59.1K | ﹤0.01% | 1256 |
|
|
2024
Q3 | $652K | Buy |
28,976
+9,187
| +46% | +$207K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $432K | Buy |
19,789
+5,230
| +36% | +$114K | ﹤0.01% | 1243 |
|
|
2024
Q1 | $319K | Sell |
14,559
-35,756
| -71% | -$783K | ﹤0.01% | 1304 |
|
|
2023
Q4 | $1.12M | Buy |
50,315
+48,092
| +2,163% | +$1.07M | 0.01% | 757 |
|
|
2023
Q3 | $48K | Hold |
2,223
| – | – | ﹤0.01% | 2086 |
|
|
2023
Q2 | $49K | Buy |
+2,223
| New | +$49K | ﹤0.01% | 2001 |
|