Carson Wealth (CWM LLC)’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
4,415
+1,851
| +72% | +$42.8K | ﹤0.01% | 2702 |
|
|
2025
Q1 | $59K | Buy |
2,564
+1,094
| +74% | +$25.2K | ﹤0.01% | 2833 |
|
|
2024
Q4 | $33K | Buy |
1,470
+4
| +0.3% | +$90 | ﹤0.01% | 3098 |
|
|
2024
Q3 | $34K | Hold |
1,466
| – | – | ﹤0.01% | 2989 |
|
|
2024
Q2 | $33K | Buy |
1,466
+621
| +73% | +$14K | ﹤0.01% | 2766 |
|
|
2024
Q1 | $19K | Buy |
+845
| New | +$19K | ﹤0.01% | 2939 |
|