Carson Wealth (CWM LLC)’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $799M | Sell |
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|
2025
Q2 | $803M | Sell |
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|
2025
Q1 | $833M | Sell |
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|
2024
Q4 | $853M | Sell |
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|
2024
Q3 | $1B | Buy |
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|
2024
Q2 | $807M | Sell |
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|
2024
Q1 | $912M | Buy |
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|
2023
Q4 | $754M | Sell |
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|
2023
Q3 | $896M | Sell |
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|
2023
Q2 | $963M | Buy |
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|
2023
Q1 | $946M | Buy |
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|
2022
Q4 | $782M | Buy |
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|
2022
Q3 | $657M | Buy |
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|
2022
Q2 | $675M | Buy |
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|
2022
Q1 | $713M | Buy |
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|
2021
Q4 | $559M | Buy |
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|
2021
Q2 | $495M | Hold |
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|
2021
Q1 | $495M | Hold |
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|
2020
Q4 | $495M | Hold |
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|
2020
Q3 | $495M | Hold |
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|
2020
Q2 | $495M | Hold |
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|
2020
Q1 | $495M | Hold |
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|
2019
Q4 | $495M | Hold |
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|
2019
Q3 | $495M | Hold |
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|
2019
Q2 | $495M | Hold |
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|
2019
Q1 | $495M | Buy |
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|
2018
Q4 | $5.64M | Buy |
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|
2018
Q3 | $3.88M | Buy |
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|
2018
Q2 | $3.3M | Buy |
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|
2018
Q1 | $3.17M | Buy |
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|
2017
Q4 | $2.56M | Buy |
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|
2017
Q3 | $2.26M | Buy |
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|
2017
Q2 | $1.67M | Buy |
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|
2017
Q1 | $850K | Buy |
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|
2016
Q4 | $67K | Buy |
|