Carson Wealth (CWM LLC)
IBHE

Carson Wealth (CWM LLC)’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,755
Closed -$41K – 5483
2025
Q3 		$41K Hold
1,755
– – ﹤0.01% 3677
2025
Q2 		$41K Sell
1,755
-234
-12% -$5.43K ﹤0.01% 3432
2025
Q1 		$46K Sell
1,989
-5,759
-74% -$134K ﹤0.01% 3048
2024
Q4 		$180K Hold
7,748
– – ﹤0.01% 1893
2024
Q3 		$181K Hold
7,748
– – ﹤0.01% 1808
2024
Q2 		$180K Hold
7,748
– – ﹤0.01% 1639
2024
Q1 		$181K Sell
7,748
-100
-1% -$2.33K ﹤0.01% 1561
2023
Q4 		$181K Buy
7,848
+6,093
+347% +$140K ﹤0.01% 1466
2023
Q3 		$40K Hold
1,755
– – ﹤0.01% 2206
2023
Q2 		$40K Hold
1,755
– – ﹤0.01% 2136
2023
Q1 		$40K Buy
+1,755
New +$40K ﹤0.01% 2029

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBHE Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 1,755 shares — an estimated $41K sold.

Carson Wealth (CWM LLC) first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $181K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,755 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $41K.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds 2025 Term High Yield and Income ETF position peaked at $181K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.