Carson Wealth (CWM LLC)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.14M	Buy	263,881 +35,520	+16%	+$831K	0.02%	729
2025 Q4	$5.34M	Buy	228,361 +18,157	+9%	+$425K	0.01%	742
2025 Q3	$4.93M	Buy	210,204 +8,715	+4%	+$204K	0.01%	724
2025 Q2	$4.7M	Buy	201,489 +6,648	+3%	+$153K	0.02%	605
2025 Q1	$4.51M	Buy	194,841 +55,450	+40%	+$1.27M	0.02%	557
2024 Q4	$3.18M	Buy	139,391 +7,043	+5%	+$162K	0.01%	602
2024 Q3	$3.11M	Buy	132,348 +22,702	+21%	+$526K	0.01%	566
2024 Q2	$2.49M	Buy	109,646 +12,135	+12%	+$274K	0.01%	583
2024 Q1	$2.23M	Buy	97,511 +26,713	+38%	+$609K	0.01%	595
2023 Q4	$1.63M	Buy	70,798 +66,070	+1,397%	+$1.46M	0.01%	626
2023 Q3	$104K	Sell	4,728 -83	-2%	-$1.85K	﹤0.01%	1603
2023 Q2	$108K	Buy	4,811 +2,206	+85%	+$50K	﹤0.01%	1529
2023 Q1	$60K	Buy	2,605 +584	+29%	+$13.2K	﹤0.01%	1764
2022 Q4	$45K	Hold	2,021	–	–	﹤0.01%	1798
2022 Q3	$44K	Hold	2,021	–	–	﹤0.01%	1718
2022 Q2	$46K	Buy	+2,021	New	+$47.1K	﹤0.01%	1665

Other funds holding IBDU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

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

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

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

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

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

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

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 16% in Q1 2026, buying an estimated $831K and bringing the position to 263,881 shares worth $6.14M. The position accounts for 0.02% of the portfolio, ranked #729.

Carson Wealth (CWM LLC) first reported a position in IBDU in Q2 2022 and has held it in 16 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Carson Wealth (CWM LLC) held 263,881 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.14M as of Q1 2026.
Carson Wealth (CWM LLC) bought 35,520 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $831K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #729 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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