Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4M Buy
676,932
+90,468
+15% +$2.19M 0.04% 395
2025
Q4 		$14.2M Sell
586,464
-14,980
-2% -$363K 0.04% 412
2025
Q3 		$14.6M Sell
601,444
-11,489
-2% -$278K 0.04% 358
2025
Q2 		$14.9M Sell
612,933
-6,762
-1% -$163K 0.05% 306
2025
Q1 		$15M Buy
619,695
+76,323
+14% +$1.84M 0.06% 270
2024
Q4 		$13.1M Sell
543,372
-44,609
-8% -$1.08M 0.05% 266
2024
Q3 		$14.3M Buy
587,981
+63,406
+12% +$1.53M 0.06% 256
2024
Q2 		$12.5M Buy
524,575
+23,414
+5% +$556K 0.06% 265
2024
Q1 		$12M Buy
501,161
+90,475
+22% +$2.16M 0.06% 265
2023
Q4 		$9.81M Buy
410,686
+151,775
+59% +$3.56M 0.05% 276
2023
Q3 		$6.04M Buy
258,911
+227,849
+734% +$5.34M 0.04% 331
2023
Q2 		$729K Buy
31,062
+10,334
+50% +$244K ﹤0.01% 820
2023
Q1 		$492K Buy
20,728
+18,419
+798% +$434K ﹤0.01% 898
2022
Q4 		$54K Hold
2,309
– – ﹤0.01% 1687
2022
Q3 		$53K Hold
2,309
– – ﹤0.01% 1632
2022
Q2 		$55K Buy
+2,309
New +$55.5K ﹤0.01% 1584
2019
Q1 		– Sell
-505
Closed -$12K – 3091
2018
Q4 		$12K Hold
505
– – ﹤0.01% 1271
2018
Q3 		$12K Sell
505
-550
-52% -$12.9K ﹤0.01% 1105
2018
Q2 		$25K Buy
+1,055
New +$24.6K ﹤0.01% 792

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBDR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 15% in Q1 2026, buying an estimated $2.19M and bringing the position to 676,932 shares worth $16.4M. The position accounts for 0.04% of the portfolio, ranked #395.

Carson Wealth (CWM LLC) first reported a position in IBDR in Q2 2018 and has held it in 19 quarters since. 441 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 676,932 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $16.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 90,468 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $2.19M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #395 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2018 and has held it in 19 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.