Carson Wealth (CWM LLC)
IBDZ

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.41M Buy
130,970
+63,776
+95% +$1.68M 0.01% 965
2025
Q4 		$1.77M Buy
67,194
+64,628
+2,519% +$1.71M ﹤0.01% 1198
2025
Q3 		$68K Buy
2,566
+212
+9% +$5.55K ﹤0.01% 3279
2025
Q2 		$62K Hold
2,354
– – ﹤0.01% 3112
2025
Q1 		$61K Buy
+2,354
New +$60.1K ﹤0.01% 2813

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 95% in Q1 2026, buying an estimated $1.68M and bringing the position to 130,970 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #965.

Carson Wealth (CWM LLC) first reported a position in IBDZ in Q1 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 130,970 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.41M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 63,776 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $1.68M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #965 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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