Carson Wealth (CWM LLC)’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.04M	Buy	193,091 +23,014	+14%	+$486K	0.01%	902
2025 Q4	$3.6M	Buy	170,077 +30,748	+22%	+$652K	0.01%	914
2025 Q3	$2.96M	Buy	139,329 +10,120	+8%	+$213K	0.01%	926
2025 Q2	$2.72M	Buy	129,209 +4,395	+4%	+$90.8K	0.01%	829
2025 Q1	$2.59M	Buy	124,814 +4,895	+4%	+$100K	0.01%	744
2024 Q4	$2.44M	Buy	119,919 +1,741	+1%	+$36K	0.01%	709
2024 Q3	$2.51M	Buy	118,178 +4,516	+4%	+$94.1K	0.01%	633
2024 Q2	$2.31M	Buy	113,662 +11,564	+11%	+$233K	0.01%	610
2024 Q1	$2.09M	Buy	102,098 +22,594	+28%	+$462K	0.01%	609
2023 Q4	$1.65M	Buy	79,504 +77,508	+3,883%	+$1.53M	0.01%	621
2023 Q3	$39K	Buy	1,996 +889	+80%	+$17.7K	﹤0.01%	2221
2023 Q2	$22K	Buy	1,107 +8	+0.7%	+$163	﹤0.01%	2575
2023 Q1	$23K	Buy	+1,099	New	+$22.4K	﹤0.01%	2403

Other funds holding IBDW

ACA

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

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

CIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 14% in Q1 2026, buying an estimated $486K and bringing the position to 193,091 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #902.

Carson Wealth (CWM LLC) first reported a position in IBDW in Q1 2023 and has held it in 13 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Carson Wealth (CWM LLC) held 193,091 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.04M as of Q1 2026.
Carson Wealth (CWM LLC) bought 23,014 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $486K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #902 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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