Carson Wealth (CWM LLC)
IBHH icon

Carson Wealth (CWM LLC)’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.7K Hold
670
– – ﹤0.01% 4558
2025
Q4 		$16K Sell
670
-334
-33% -$7.91K ﹤0.01% 4295
2025
Q3 		$24K Buy
1,004
+334
+50% +$7.92K ﹤0.01% 4011
2025
Q2 		$16K Sell
670
-230
-26% -$5.36K ﹤0.01% 4040
2025
Q1 		$21K Buy
900
+230
+34% +$5.41K ﹤0.01% 3631
2024
Q4 		$16K Hold
670
– – ﹤0.01% 3587
2024
Q3 		$16K Hold
670
– – ﹤0.01% 3511
2024
Q2 		$15K Hold
670
– – ﹤0.01% 3302
2024
Q1 		$16K Hold
670
– – ﹤0.01% 3040
2023
Q4 		$16K Hold
670
– – ﹤0.01% 2909
2023
Q3 		$15K Hold
670
– – ﹤0.01% 2874
2023
Q2 		$15K Hold
670
– – ﹤0.01% 2816
2023
Q1 		$15K Buy
+670
New +$15.1K ﹤0.01% 2690

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TF
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) position steady in Q1 2026 at 670 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4558.

Carson Wealth (CWM LLC) first reported a position in IBHH in Q1 2023 and has held it in 13 quarters since. The position peaked at $24K in Q3 2025. 101 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 670 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $15.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares iBonds 2028 Term High Yield and Income ETF share count unchanged in Q1 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4558 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s iShares iBonds 2028 Term High Yield and Income ETF position peaked at $24K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares iBonds 2028 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.