Carson Wealth (CWM LLC)’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$83.5K	Buy	3,639 +106	+3%	+$2.44K	﹤0.01%	3418
2025 Q4	$82K	Hold	3,533	–	–	﹤0.01%	3211
2025 Q3	$83K	Hold	3,533	–	–	﹤0.01%	3129
2025 Q2	$82K	Sell	3,533 -234	-6%	-$5.4K	﹤0.01%	2884
2025 Q1	$87K	Sell	3,767 -2,103	-36%	-$49K	﹤0.01%	2536
2024 Q4	$136K	Hold	5,870	–	–	﹤0.01%	2075
2024 Q3	$137K	Hold	5,870	–	–	﹤0.01%	1990
2024 Q2	$134K	Hold	5,870	–	–	﹤0.01%	1801
2024 Q1	$135K	Hold	5,870	–	–	﹤0.01%	1708
2023 Q4	$135K	Buy	5,870 +2,337	+66%	+$52.7K	﹤0.01%	1597
2023 Q3	$80K	Hold	3,533	–	–	﹤0.01%	1768
2023 Q2	$80K	Hold	3,533	–	–	﹤0.01%	1687
2023 Q1	$81K	Buy	+3,533	New	+$80K	﹤0.01%	1598

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 3% in Q1 2026, buying an estimated $2.44K and bringing the position to 3,639 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

Carson Wealth (CWM LLC) first reported a position in IBHF in Q1 2023 and has held it in 13 quarters since. The position peaked at $137K in Q3 2024. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Carson Wealth (CWM LLC) held 3,639 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $83.5K as of Q1 2026.
Carson Wealth (CWM LLC) bought 106 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $2.44K.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3418 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s iShares iBonds 2026 Term High Yield and Income ETF position peaked at $137K in Q3 2024.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

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