Carson Wealth (CWM LLC)’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.2M | Buy |
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|
2025
Q2 | $35.6M | Sell |
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|
2025
Q1 | $35.7M | Sell |
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|
2024
Q4 | $36.7M | Sell |
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|
2024
Q3 | $45.9M | Sell |
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|
2024
Q2 | $44.8M | Buy |
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|
2024
Q1 | $44.4M | Sell |
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|
2023
Q4 | $49.1M | Sell |
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|
2023
Q3 | $55M | Sell |
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|
2023
Q2 | $61.9M | Sell |
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|
2023
Q1 | $71.1M | Sell |
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|
2022
Q4 | $69.6M | Sell |
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|
2022
Q3 | $73.6M | Buy |
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|
2022
Q2 | $76.9M | Sell |
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|
2022
Q1 | $89.6M | Buy |
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|
2021
Q4 | $94.7M | Buy |
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|
2021
Q2 | $96M | Hold |
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|
2021
Q1 | $96M | Hold |
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|
2020
Q4 | $96M | Hold |
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|
2020
Q3 | $96M | Hold |
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|
2020
Q2 | $96M | Hold |
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|
2020
Q1 | $96M | Hold |
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|
2019
Q4 | $96M | Hold |
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|
2019
Q3 | $96M | Hold |
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|
2019
Q2 | $96M | Hold |
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|
2019
Q1 | $96M | Buy |
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|
2018
Q4 | $48.3M | Buy |
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|
2018
Q3 | $33.8M | Buy |
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