Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.7M | Buy |
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|
2025
Q4 | $15.8M | Buy |
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2025
Q3 | $1.4M | Buy |
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|
2025
Q2 | $975K | Buy |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $432K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $48K | Hold |
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|
2023
Q2 | $49K | Buy |
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