Carson Wealth (CWM LLC)’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.7K	Hold	1,840	–	–	﹤0.01%	3953
2025 Q4	$41K	Hold	1,840	–	–	﹤0.01%	3743
2025 Q3	$41K	Hold	1,840	–	–	﹤0.01%	3676
2025 Q2	$41K	Sell	1,840 -242	-12%	-$5.38K	﹤0.01%	3431
2025 Q1	$46K	Sell	2,082 -571	-22%	-$12.8K	﹤0.01%	3047
2024 Q4	$59K	Hold	2,653	–	–	﹤0.01%	2678
2024 Q3	$60K	Hold	2,653	–	–	﹤0.01%	2562
2024 Q2	$58K	Hold	2,653	–	–	﹤0.01%	2366
2024 Q1	$59K	Hold	2,653	–	–	﹤0.01%	2190
2023 Q4	$59K	Buy	2,653 +813	+44%	+$17.6K	﹤0.01%	2065
2023 Q3	$40K	Hold	1,840	–	–	﹤0.01%	2205
2023 Q2	$40K	Hold	1,840	–	–	﹤0.01%	2135
2023 Q1	$40K	Buy	+1,840	New	+$40.1K	﹤0.01%	2028

Other funds holding IBHG

LIA

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

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

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q1 2026 at 1,840 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3953.

Carson Wealth (CWM LLC) first reported a position in IBHG in Q1 2023 and has held it in 13 quarters since. The position peaked at $60K in Q3 2024. 128 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

Carson Wealth (CWM LLC) held 1,840 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $40.7K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q1 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3953 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s iShares iBonds 2027 Term High Yield and Income ETF position peaked at $60K in Q3 2024.
128 funds tracked by Wall St. Rank held iShares iBonds 2027 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.