Carson Wealth (CWM LLC)
LQDI icon

Carson Wealth (CWM LLC)’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LQDI Stock Details LQDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-300
Closed -$7K – 4128
2022
Q3 		$7K Hold
300
– – ﹤0.01% 2903
2022
Q2 		$8K Buy
+300
New +$8.19K ﹤0.01% 2708

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IA
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Carson Wealth (CWM LLC)'s LQDI Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q4 2022, closing a stake of 300 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in LQDI in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 31 funds tracked by Wall St. Rank hold LQDI as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 300 iShares Inflation Hedged Corporate Bond ETF shares in Q4 2022, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s iShares Inflation Hedged Corporate Bond ETF position peaked at $8K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.