Carson Wealth (CWM LLC)’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
17,570
+3,933
| +29% | +$78.1K | ﹤0.01% | 1768 |
|
|
2025
Q1 | $268K | Buy |
13,637
+4,552
| +50% | +$89.5K | ﹤0.01% | 1734 |
|
|
2024
Q4 | $174K | Buy |
9,085
+11
| +0.1% | +$211 | ﹤0.01% | 1917 |
|
|
2024
Q3 | $182K | Buy |
9,074
+8,113
| +844% | +$163K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $19K | Buy |
+961
| New | +$19K | ﹤0.01% | 3141 |
|
|
2024
Q1 | – | Sell |
-2,510
| Closed | -$49K | – | 4498 |
|
|
2023
Q4 | $49K | Buy |
2,510
+21
| +0.8% | +$410 | ﹤0.01% | 2193 |
|
|
2023
Q3 | $47K | Hold |
2,489
| – | – | ﹤0.01% | 2103 |
|
|
2023
Q2 | $49K | Buy |
+2,489
| New | +$49K | ﹤0.01% | 2003 |
|