Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.86M Buy
152,895
+16,318
+12% +$416K 0.01% 921
2025
Q4 		$3.49M Buy
136,577
+24,976
+22% +$639K 0.01% 930
2025
Q3 		$2.86M Buy
111,601
+8,370
+8% +$212K 0.01% 941
2025
Q2 		$2.61M Buy
103,231
+2,877
+3% +$71.4K 0.01% 848
2025
Q1 		$2.51M Buy
100,354
+3,389
+3% +$83.8K 0.01% 759
2024
Q4 		$2.38M Buy
96,965
+4,428
+5% +$111K 0.01% 720
2024
Q3 		$2.38M Buy
92,537
+3,742
+4% +$94.5K 0.01% 648
2024
Q2 		$2.18M Buy
88,795
+9,050
+11% +$221K 0.01% 625
2024
Q1 		$1.98M Buy
79,745
+17,079
+27% +$423K 0.01% 621
2023
Q4 		$1.58M Buy
62,666
+60,634
+2,984% +$1.45M 0.01% 634
2023
Q3 		$48K Buy
+2,032
New +$49.1K ﹤0.01% 2086

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 12% in Q1 2026, buying an estimated $416K and bringing the position to 152,895 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #921.

Carson Wealth (CWM LLC) first reported a position in IBDX in Q3 2023 and has held it in 11 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 152,895 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.86M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,318 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $416K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #921 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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