Carson Wealth (CWM LLC)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
39,592
+6,599
| +20% | +$145K | ﹤0.01% | 1318 |
|
|
2025
Q1 | $718K | Buy |
32,993
+11,836
| +56% | +$258K | ﹤0.01% | 1307 |
|
|
2024
Q4 | $451K | Buy |
21,157
+8,827
| +72% | +$188K | ﹤0.01% | 1422 |
|
|
2024
Q3 | $273K | Buy |
12,330
+8,720
| +242% | +$193K | ﹤0.01% | 1591 |
|
|
2024
Q2 | $77K | Buy |
3,610
+886
| +33% | +$18.9K | ﹤0.01% | 2163 |
|
|
2024
Q1 | $59K | Buy |
2,724
+462
| +20% | +$10K | ﹤0.01% | 2189 |
|
|
2023
Q4 | $49K | Sell |
2,262
-1
| -0% | -$22 | ﹤0.01% | 2192 |
|
|
2023
Q3 | $48K | Hold |
2,263
| – | – | ﹤0.01% | 2087 |
|
|
2023
Q2 | $49K | Buy |
+2,263
| New | +$49K | ﹤0.01% | 2002 |
|