Carson Wealth (CWM LLC)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $555K | Sell |
11,460
-173
| -1% | -$8.43K | ﹤0.01% | 1932 |
|
|
2025
Q4 | $567K | Buy |
11,633
+126
| +1% | +$6.15K | ﹤0.01% | 1844 |
|
|
2025
Q3 | $562K | Sell |
11,507
-790
| -6% | -$38.4K | ﹤0.01% | 1718 |
|
|
2025
Q2 | $598K | Sell |
12,297
-993
| -7% | -$47.9K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $643K | Sell |
13,290
-3,743
| -22% | -$180K | ﹤0.01% | 1352 |
|
|
2024
Q4 | $814K | Buy |
17,033
+844
| +5% | +$40.5K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $788K | Buy |
16,189
+226
| +1% | +$10.9K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $756K | Sell |
15,963
-835
| -5% | -$39.4K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $797K | Buy |
16,798
+1,085
| +7% | +$51.4K | ﹤0.01% | 953 |
|
|
2023
Q4 | $747K | Buy |
15,713
+906
| +6% | +$42.3K | ﹤0.01% | 925 |
|
|
2023
Q3 | $687K | Buy |
14,807
+3,225
| +28% | +$150K | ﹤0.01% | 879 |
|
|
2023
Q2 | $540K | Buy |
11,582
+6,440
| +125% | +$303K | ﹤0.01% | 915 |
|
|
2023
Q1 | $242K | Buy |
5,142
+4,060
| +375% | +$190K | ﹤0.01% | 1128 |
|
|
2022
Q4 | $50K | Sell |
1,082
-221
| -17% | -$10.2K | ﹤0.01% | 1735 |
|
|
2022
Q3 | $60K | Buy |
1,303
+221
| +20% | +$10.4K | ﹤0.01% | 1582 |
|
|
2022
Q2 | $51K | Hold |
1,082
| – | – | ﹤0.01% | 1621 |
|
|
2022
Q1 | $52K | Buy |
1,082
+1,023
| +1,734% | +$50.5K | ﹤0.01% | 1593 |
|
|
2021
Q4 | $3K | Buy |
+59
| New | +$2.99K | ﹤0.01% | 2989 |
|
|
2021
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 2530 |
|
|
2021
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 2530 |
|
|
2020
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 2530 |
|
|
2020
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 2530 |
|
|
2020
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 2529 |
|
|
2020
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 2528 |
|
|
2019
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 2527 |
|
|
2019
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 2527 |
|
|
2019
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 2527 |
|
|
2019
Q1 | $3K | Sell |
59
-1,328
| -96% | -$65.6K | ﹤0.01% | 2527 |
|
|
2018
Q4 | $68K | Buy |
+1,387
| New | +$67.7K | ﹤0.01% | 805 |
|
|
2017
Q4 | – | Sell |
-29
| Closed | -$1K | – | 1513 |
|
|
2017
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 1379 |
|
|
2017
Q2 | $1K | Buy |
+29
| New | +$1.46K | ﹤0.01% | 1100 |
|
Other funds holding ISTB
AA
ST
SSWG
TA