Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$580K Buy
2025
Q2 		$172K Buy
2025
Q1 		$130K Buy
2024
Q4 		$47K Buy
2024
Q3 		$49K Buy
2024
Q2 		$47K Buy
2024
Q1 		$19K Buy