Carson Wealth (CWM LLC)’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.47M	Buy	250,027 +43,541	+21%	+$960K	0.01%	779
2025 Q4	$4.56M	Buy	206,486 +43,489	+27%	+$962K	0.01%	822
2025 Q3	$3.61M	Buy	162,997 +10,727	+7%	+$236K	0.01%	847
2025 Q2	$3.35M	Buy	152,270 +7,604	+5%	+$165K	0.01%	729
2025 Q1	$3.14M	Buy	144,666 +17,216	+14%	+$370K	0.01%	665
2024 Q4	$2.72M	Buy	127,450 +4,154	+3%	+$89.8K	0.01%	669
2024 Q3	$2.73M	Buy	123,296 +13,600	+12%	+$297K	0.01%	606
2024 Q2	$2.33M	Buy	109,696 +10,295	+10%	+$217K	0.01%	606
2024 Q1	$2.13M	Buy	99,401 +23,694	+31%	+$507K	0.01%	605
2023 Q4	$1.64M	Buy	75,707 +71,566	+1,728%	+$1.48M	0.01%	625
2023 Q3	$84K	Buy	4,141 +1,166	+39%	+$24.3K	﹤0.01%	1737
2023 Q2	$63K	Buy	2,975 +2,337	+366%	+$49.8K	﹤0.01%	1833
2023 Q1	$14K	Buy	+638	New	+$13.6K	﹤0.01%	2738

Other funds holding IBDV

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

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

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 21% in Q1 2026, buying an estimated $960K and bringing the position to 250,027 shares worth $5.47M. The position accounts for 0.01% of the portfolio, ranked #779.

Carson Wealth (CWM LLC) first reported a position in IBDV in Q1 2023 and has held it in 13 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Carson Wealth (CWM LLC) held 250,027 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.47M as of Q1 2026.
Carson Wealth (CWM LLC) bought 43,541 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $960K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #779 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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