Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$755K Buy
2025
Q2 		$349K Buy
2025
Q1 		$268K Buy
2024
Q4 		$174K Buy
2024
Q3 		$182K Buy
2024
Q2 		$19K Buy
2024
Q1 		– Sell
2023
Q4 		$49K Buy
2023
Q3 		$47K Hold
2023
Q2 		$49K Buy