Carson Wealth (CWM LLC)’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Hold |
1,140
| – | – | ﹤0.01% | 3185 |
|
|
2025
Q1 | $57K | Hold |
1,140
| – | – | ﹤0.01% | 2866 |
|
|
2024
Q4 | $55K | Buy |
+1,140
| New | +$55K | ﹤0.01% | 2728 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$1K | – | 4085 |
|
|
2022
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 3661 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$9K | – | 3064 |
|
|
2018
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 1360 |
|