Carson Wealth (CWM LLC)
IBDM

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,326
Closed -$32K – 3497
2018
Q4 		$32K Sell
1,326
-2,738
-67% -$66.4K ﹤0.01% 1004
2018
Q3 		$99K Sell
4,064
-2,468
-38% -$60.1K ﹤0.01% 623
2018
Q2 		$159K Buy
+6,532
New +$159K 0.01% 458

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBDM Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2019, closing a stake of 1,326 shares — an estimated $32K sold.

Carson Wealth (CWM LLC) first reported a position in IBDM in Q2 2018 and held it in 3 quarters. The position peaked at $159K in Q2 2018. 149 funds tracked by Wall St. Rank hold IBDM as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,326 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2019, an estimated $32K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2021 Term Corporate ETF position peaked at $159K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.