Carson Wealth (CWM LLC)’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 5014 |
|
|
2024
Q4 | – | Sell |
-133
| Closed | -$3K | – | 5017 |
|
|
2024
Q3 | $3K | Sell |
133
-62
| -32% | -$1.4K | ﹤0.01% | 4278 |
|
|
2024
Q2 | $5K | Buy |
195
+62
| +47% | +$1.59K | ﹤0.01% | 3870 |
|
|
2024
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 3846 |
|
|
2023
Q4 | $3K | Hold |
133
| – | – | ﹤0.01% | 3698 |
|
|
2023
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 3670 |
|
|
2023
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 3637 |
|
|
2023
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 3511 |
|
|
2022
Q4 | $3K | Hold |
133
| – | – | ﹤0.01% | 3415 |
|
|
2022
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 3303 |
|
|
2022
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 3193 |
|
|
2022
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 3026 |
|
|
2021
Q4 | $3K | Buy |
+133
| New | +$3K | ﹤0.01% | 2976 |
|
|
2021
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2021
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2020
Q4 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2020
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2020
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2020
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q4 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q1 | $3K | Buy |
+133
| New | +$3K | ﹤0.01% | 2505 |
|