Carson Wealth (CWM LLC)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.5M | Buy |
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|
2025
Q4 | $15.6M | Buy |
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|
2025
Q3 | $1.3M | Buy |
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|
2025
Q2 | $868K | Buy |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $77K | Buy |
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|
2024
Q1 | $59K | Buy |
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|
2023
Q4 | $49K | Sell |
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|
2023
Q3 | $48K | Hold |
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|
2023
Q2 | $49K | Buy |
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