Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTO Stock Details IBTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$73K Buy
2,992
+1,749
+141% +$42.7K ﹤0.01% 2976
2025
Q1 		$30K Buy
+1,243
New +$30K ﹤0.01% 3379