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CarsonAllaria Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

CarsonAllaria Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,232
Closed -$28.4K – 373
2024
Q3 		$28.4K Buy
+1,232
New +$28.2K 0.02% 174

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EP
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Focus Partners Wealth
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Bank of America
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CIA
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Wells Fargo
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NA
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FAC
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IWC
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