Carson Wealth (CWM LLC)
IBDS icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Buy
582,167
+82,392
+16% +$2M 0.04% 436
2025
Q4 		$12.1M Sell
499,775
-27,623
-5% -$671K 0.03% 455
2025
Q3 		$12.8M Buy
527,398
+10,321
+2% +$250K 0.04% 390
2025
Q2 		$12.5M Sell
517,077
-1,841
-0.4% -$44.4K 0.04% 338
2025
Q1 		$12.5M Buy
518,918
+74,794
+17% +$1.8M 0.05% 302
2024
Q4 		$10.6M Sell
444,124
-10,635
-2% -$256K 0.04% 306
2024
Q3 		$11.1M Buy
454,759
+61,287
+16% +$1.48M 0.05% 289
2024
Q2 		$9.34M Buy
393,472
+23,620
+6% +$559K 0.04% 306
2024
Q1 		$8.8M Buy
369,852
+53,138
+17% +$1.27M 0.04% 315
2023
Q4 		$7.58M Buy
316,714
+131,373
+71% +$3.07M 0.04% 321
2023
Q3 		$4.29M Buy
185,341
+165,783
+848% +$3.87M 0.03% 390
2023
Q2 		$459K Buy
19,558
+7,377
+61% +$175K ﹤0.01% 970
2023
Q1 		$290K Buy
12,181
+9,876
+428% +$233K ﹤0.01% 1068
2022
Q4 		$54K Hold
2,305
– – ﹤0.01% 1688
2022
Q3 		$53K Hold
2,305
– – ﹤0.01% 1633
2022
Q2 		$55K Buy
+2,305
New +$55.7K ﹤0.01% 1585
2018
Q3 		– Sell
-606
Closed -$14K – 1915
2018
Q2 		$14K Buy
+606
New +$14.3K ﹤0.01% 912

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 16% in Q1 2026, buying an estimated $2M and bringing the position to 582,167 shares worth $14.1M. The position accounts for 0.04% of the portfolio, ranked #436.

Carson Wealth (CWM LLC) first reported a position in IBDS in Q2 2018 and has held it in 17 quarters since. 429 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 582,167 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $14.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 82,392 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $2M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #436 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2018 and has held it in 17 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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