Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.76M	Buy	266,908 +19,639	+8%	+$499K	0.02%	694
2025 Q4	$6.29M	Buy	247,269 +9,271	+4%	+$236K	0.02%	691
2025 Q3	$6.07M	Buy	237,998 +9,563	+4%	+$243K	0.02%	634
2025 Q2	$5.81M	Buy	228,435 +6,811	+3%	+$172K	0.02%	542
2025 Q1	$5.6M	Buy	221,624 +24,959	+13%	+$625K	0.02%	491
2024 Q4	$4.9M	Buy	196,665 +17,927	+10%	+$450K	0.02%	478
2024 Q3	$4.56M	Buy	178,738 +25,941	+17%	+$654K	0.02%	462
2024 Q2	$3.79M	Buy	152,797 +20,279	+15%	+$500K	0.02%	478
2024 Q1	$3.3M	Buy	132,518 +18,464	+16%	+$460K	0.02%	509
2023 Q4	$2.86M	Buy	114,054 +105,442	+1,224%	+$2.56M	0.02%	512
2023 Q3	$207K	Buy	8,612 +1,701	+25%	+$41.4K	﹤0.01%	1305
2023 Q2	$169K	Buy	6,911 +3,999	+137%	+$99K	﹤0.01%	1321
2023 Q1	$73K	Buy	2,912 +1,111	+62%	+$27.4K	﹤0.01%	1656
2022 Q4	$44K	Hold	1,801	–	–	﹤0.01%	1805
2022 Q3	$43K	Hold	1,801	–	–	﹤0.01%	1732
2022 Q2	$45K	Buy	+1,801	New	+$45.6K	﹤0.01%	1675

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.9% in Q1 2026, buying an estimated $499K and bringing the position to 266,908 shares worth $6.76M. The position accounts for 0.02% of the portfolio, ranked #694.

Carson Wealth (CWM LLC) first reported a position in IBDT in Q2 2022 and has held it in 16 quarters since. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Carson Wealth (CWM LLC) held 266,908 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.76M as of Q1 2026.
Carson Wealth (CWM LLC) bought 19,639 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $499K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #694 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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