Carson Wealth (CWM LLC)
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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
2025
Q3 		$83K Hold
2025
Q2 		$82K Sell
2025
Q1 		$87K Sell
2024
Q4 		$136K Hold
2024
Q3 		$137K Hold
2024
Q2 		$134K Hold
2024
Q1 		$135K Hold
2023
Q4 		$135K Buy
2023
Q3 		$80K Hold
2023
Q2 		$80K Hold
2023
Q1 		$81K Buy