Carson Wealth (CWM LLC)’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-55
| Closed | -$2K | – | 5195 |
|
|
2025
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 4757 |
|
|
2024
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 4546 |
|
|
2024
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 4403 |
|
|
2024
Q2 | – | Sell |
-108
| Closed | -$5K | – | 4736 |
|
|
2024
Q1 | $5K | Sell |
108
-19
| -15% | -$880 | ﹤0.01% | 3660 |
|
|
2023
Q4 | $6K | Buy |
+127
| New | +$6K | ﹤0.01% | 3432 |
|
|
2022
Q1 | – | Sell |
-771
| Closed | -$39K | – | 3659 |
|
|
2021
Q4 | $39K | Buy |
+771
| New | +$39K | ﹤0.01% | 1674 |
|