Carson Wealth (CWM LLC)’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
8,407
+2,000
| +31% | +$40.9K | ﹤0.01% | 2300 |
|
|
2025
Q1 | $130K | Buy |
6,407
+4,032
| +170% | +$81.8K | ﹤0.01% | 2206 |
|
|
2024
Q4 | $47K | Buy |
2,375
+17
| +0.7% | +$336 | ﹤0.01% | 2846 |
|
|
2024
Q3 | $49K | Buy |
2,358
+4
| +0.2% | +$83 | ﹤0.01% | 2705 |
|
|
2024
Q2 | $47K | Buy |
2,354
+1,403
| +148% | +$28K | ﹤0.01% | 2507 |
|
|
2024
Q1 | $19K | Buy |
+951
| New | +$19K | ﹤0.01% | 2938 |
|