Carson Wealth (CWM LLC)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
45,267
+6,259
| +16% | +$666K | 0.02% | 599 |
|
|
2025
Q1 | $4.12M | Buy |
39,008
+8,812
| +29% | +$930K | 0.02% | 586 |
|
|
2024
Q4 | $3.19M | Buy |
30,196
+5,661
| +23% | +$597K | 0.01% | 601 |
|
|
2024
Q3 | $2.61M | Buy |
24,535
+2,027
| +9% | +$215K | 0.01% | 618 |
|
|
2024
Q2 | $2.35M | Sell |
22,508
-2,095
| -9% | -$219K | 0.01% | 602 |
|
|
2024
Q1 | $2.58M | Buy |
24,603
+234
| +1% | +$24.5K | 0.01% | 554 |
|
|
2023
Q4 | $2.57M | Buy |
24,369
+5,749
| +31% | +$606K | 0.01% | 531 |
|
|
2023
Q3 | $1.92M | Sell |
18,620
-1,274
| -6% | -$131K | 0.01% | 552 |
|
|
2023
Q2 | $2.07M | Buy |
19,894
+923
| +5% | +$96K | 0.01% | 511 |
|
|
2023
Q1 | $1.99M | Sell |
18,971
-284
| -1% | -$29.7K | 0.01% | 479 |
|
|
2022
Q4 | $2.01M | Sell |
19,255
-1,155
| -6% | -$120K | 0.01% | 444 |
|
|
2022
Q3 | $2.1M | Buy |
20,410
+9,772
| +92% | +$1M | 0.02% | 409 |
|
|
2022
Q2 | $1.11M | Buy |
10,638
+8,869
| +501% | +$928K | 0.01% | 539 |
|
|
2022
Q1 | $185K | Sell |
1,769
-69
| -4% | -$7.22K | ﹤0.01% | 1065 |
|
|
2021
Q4 | $197K | Buy |
+1,838
| New | +$197K | ﹤0.01% | 1029 |
|
|
2021
Q2 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2021
Q1 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2020
Q4 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2020
Q3 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2020
Q2 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2020
Q1 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2019
Q4 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2019
Q3 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2019
Q2 | $166K | Hold |
1,543
| – | – | ﹤0.01% | 964 |
|
|
2019
Q1 | $166K | Buy |
1,543
+511
| +50% | +$55K | ﹤0.01% | 964 |
|
|
2018
Q4 | $109K | Sell |
1,032
-68
| -6% | -$7.18K | ﹤0.01% | 707 |
|
|
2018
Q3 | $115K | Buy |
1,100
+372
| +51% | +$38.9K | ﹤0.01% | 593 |
|
|
2018
Q2 | $76K | Sell |
728
-70
| -9% | -$7.31K | ﹤0.01% | 563 |
|
|
2018
Q1 | $84K | Buy |
+798
| New | +$84K | ﹤0.01% | 475 |
|
|
2014
Q1 | – | Sell |
-23
| Closed | -$2K | – | 402 |
|
|
2013
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 544 |
|