Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.3M Buy
2025
Q2 		$868K Buy
2025
Q1 		$718K Buy
2024
Q4 		$451K Buy
2024
Q3 		$273K Buy
2024
Q2 		$77K Buy
2024
Q1 		$59K Buy
2023
Q4 		$49K Sell
2023
Q3 		$48K Hold
2023
Q2 		$49K Buy