Carson Wealth (CWM LLC)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
7,807
+6,502
| +498% | +$326K | ﹤0.01% | 1707 |
|
|
2025
Q1 | $66K | Buy |
1,305
+660
| +102% | +$33.4K | ﹤0.01% | 2738 |
|
|
2024
Q4 | $32K | Sell |
645
-27,763
| -98% | -$1.38M | ﹤0.01% | 3125 |
|
|
2024
Q3 | $1.52M | Sell |
28,408
-693
| -2% | -$37.1K | 0.01% | 827 |
|
|
2024
Q2 | $1.46M | Sell |
29,101
-3,371
| -10% | -$169K | 0.01% | 733 |
|
|
2024
Q1 | $1.67M | Sell |
32,472
-3,238
| -9% | -$167K | 0.01% | 674 |
|
|
2023
Q4 | $1.88M | Buy |
35,710
+34,823
| +3,926% | +$1.84M | 0.01% | 588 |
|
|
2023
Q3 | $42K | Sell |
887
-68
| -7% | -$3.22K | ﹤0.01% | 2171 |
|
|
2023
Q2 | $49K | Sell |
955
-90
| -9% | -$4.62K | ﹤0.01% | 2004 |
|
|
2023
Q1 | $55K | Sell |
1,045
-265
| -20% | -$13.9K | ﹤0.01% | 1810 |
|
|
2022
Q4 | $65K | Sell |
1,310
-69,243
| -98% | -$3.44M | ﹤0.01% | 1587 |
|
|
2022
Q3 | $3.4M | Buy |
70,553
+68,611
| +3,533% | +$3.31M | 0.03% | 340 |
|
|
2022
Q2 | $104K | Sell |
1,942
-689
| -26% | -$36.9K | ﹤0.01% | 1300 |
|
|
2022
Q1 | $162K | Sell |
2,631
-567
| -18% | -$34.9K | ﹤0.01% | 1121 |
|
|
2021
Q4 | $222K | Buy |
+3,198
| New | +$222K | ﹤0.01% | 980 |
|
|
2021
Q2 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2021
Q1 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2020
Q4 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2020
Q3 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2020
Q2 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2020
Q1 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2019
Q4 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2019
Q3 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2019
Q2 | $7.56M | Hold |
107,692
| – | – | 0.06% | 237 |
|
|
2019
Q1 | $7.56M | Buy |
107,692
+107,667
| +430,668% | +$7.56M | 0.06% | 237 |
|
|
2018
Q4 | $1K | Sell |
25
-261
| -91% | -$10.4K | ﹤0.01% | 1905 |
|
|
2018
Q3 | $17K | Buy |
+286
| New | +$17K | ﹤0.01% | 989 |
|
|
2017
Q1 | – | Sell |
-9
| Closed | -$1K | – | 1234 |
|
|
2016
Q4 | $1K | Sell |
9
-61
| -87% | -$6.78K | ﹤0.01% | 1049 |
|
|
2016
Q3 | $4K | Buy |
70
+40
| +133% | +$2.29K | ﹤0.01% | 842 |
|
|
2016
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 712 |
|