Carson Wealth (CWM LLC)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
251,412
+54,602
| +28% | +$2.91M | 0.05% | 327 |
|
|
2025
Q1 | $10.3M | Buy |
196,810
+7,471
| +4% | +$392K | 0.04% | 343 |
|
|
2024
Q4 | $9.75M | Buy |
189,339
+4,200
| +2% | +$216K | 0.04% | 330 |
|
|
2024
Q3 | $9.95M | Buy |
185,139
+77,027
| +71% | +$4.14M | 0.04% | 312 |
|
|
2024
Q2 | $5.54M | Buy |
108,112
+7,680
| +8% | +$394K | 0.03% | 396 |
|
|
2024
Q1 | $5.18M | Buy |
100,432
+16,885
| +20% | +$871K | 0.03% | 411 |
|
|
2023
Q4 | $4.34M | Buy |
83,547
+48,906
| +141% | +$2.54M | 0.02% | 421 |
|
|
2023
Q3 | $1.69M | Buy |
34,641
+2,027
| +6% | +$98.6K | 0.01% | 586 |
|
|
2023
Q2 | $1.65M | Buy |
32,614
+30,033
| +1,164% | +$1.52M | 0.01% | 559 |
|
|
2023
Q1 | $132K | Buy |
2,581
+1,405
| +119% | +$71.9K | ﹤0.01% | 1360 |
|
|
2022
Q4 | $58K | Buy |
1,176
+218
| +23% | +$10.8K | ﹤0.01% | 1648 |
|
|
2022
Q3 | $46K | Buy |
958
+936
| +4,255% | +$44.9K | ﹤0.01% | 1696 |
|
|
2022
Q2 | $1K | Sell |
22
-72
| -77% | -$3.27K | ﹤0.01% | 3546 |
|
|
2022
Q1 | $5K | Sell |
94
-290
| -76% | -$15.4K | ﹤0.01% | 2828 |
|
|
2021
Q4 | $23K | Buy |
+384
| New | +$23K | ﹤0.01% | 1916 |
|
|
2021
Q2 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q1 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q4 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q3 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q2 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q1 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q4 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q3 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q2 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q1 | $88K | Buy |
1,450
+1,000
| +222% | +$60.7K | ﹤0.01% | 1180 |
|
|
2018
Q4 | $24K | Buy |
450
+282
| +168% | +$15K | ﹤0.01% | 1077 |
|
|
2018
Q3 | $9K | Sell |
168
-3,090
| -95% | -$166K | ﹤0.01% | 1184 |
|
|
2018
Q2 | $173K | Buy |
+3,258
| New | +$173K | 0.01% | 445 |
|
|
2017
Q4 | – | Sell |
-5,690
| Closed | -$313K | – | 1509 |
|
|
2017
Q3 | $313K | Buy |
5,690
+1,136
| +25% | +$62.5K | 0.01% | 287 |
|
|
2017
Q2 | $250K | Buy |
4,554
+4,046
| +796% | +$222K | 0.01% | 291 |
|
|
2017
Q1 | $28K | Buy |
508
+372
| +274% | +$20.5K | ﹤0.01% | 547 |
|
|
2016
Q4 | $7K | Sell |
136
-170
| -56% | -$8.75K | ﹤0.01% | 789 |
|
|
2016
Q3 | $17K | Buy |
306
+210
| +219% | +$11.7K | ﹤0.01% | 570 |
|
|
2016
Q2 | $5K | Sell |
96
-30
| -24% | -$1.56K | ﹤0.01% | 624 |
|
|
2016
Q1 | $7K | Buy |
126
+56
| +80% | +$3.11K | ﹤0.01% | 563 |
|
|
2015
Q4 | $4K | Sell |
70
-98
| -58% | -$5.6K | ﹤0.01% | 548 |
|
|
2015
Q3 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 454 |
|