Carson Wealth (CWM LLC)’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.31M	Sell	128,222 -9,535	-7%	-$249K	0.01%	985
2025 Q4	$3.6M	Buy	137,757 +5,981	+5%	+$157K	0.01%	912
2025 Q3	$3.46M	Buy	131,776 +10,387	+9%	+$270K	0.01%	864
2025 Q2	$3.15M	Buy	121,389 +1,246	+1%	+$31.6K	0.01%	761
2025 Q1	$3.07M	Buy	120,143 +5,335	+5%	+$135K	0.01%	680
2024 Q4	$2.88M	Buy	114,808 +8,914	+8%	+$228K	0.01%	648
2024 Q3	$2.8M	Buy	105,894 +10,098	+11%	+$262K	0.01%	596
2024 Q2	$2.41M	Buy	+95,796	New	+$2.4M	0.01%	592

Other funds holding IBDY

CIA

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

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 6.9% in Q1 2026, selling an estimated $249K and leaving 128,222 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #985.

Carson Wealth (CWM LLC) first reported a position in IBDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.6M in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Carson Wealth (CWM LLC) held 128,222 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.31M as of Q1 2026.
Carson Wealth (CWM LLC) sold 9,535 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $249K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #985 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s iShares iBonds Dec 2033 Term Corporate ETF position peaked at $3.6M in Q4 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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