CWM, LLC

Position in IBTK — iShares iBonds Dec 2030 Term Treasury ETF

CIK 1535847 OMAHA, NE

Back to IBTK Full portfolio

All Filings in IBTK

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IBTK	$16,495,326	836,477	+6.3%	Shares	Sole	2026-05-14
2025-12-31 IBTK	$15,610,136	786,603	+1971.0%	Shares	Sole	2026-01-26
2025-09-30 IBTK	$754,872	37,981	+116.2%	Shares	Sole	2025-10-15
2025-06-30 IBTK	$348,588	17,570	+28.8%	Shares	Sole	2025-07-25
2025-03-31 IBTK	$268,103	13,637	+50.1%	Shares	Sole	2025-05-01
2024-12-31 IBTK	$174,368	9,085	+0.1%	Shares	Sole	2025-02-04
2024-09-30 IBTK	$181,888	9,074	+844.2%	Shares	Sole	2024-10-08
2024-06-30 IBTK	$18,523	961	-61.7%	Shares	Sole	2024-07-10
2023-12-31 IBTK	$49,497	2,510	+0.8%	Shares	Sole	2024-02-01
2023-09-30 IBTK	$47,042	2,489	0.0%	Shares	Sole	2023-10-11
2023-06-30 IBTK	$48,908	2,489	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.