Carson Wealth (CWM LLC)’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21K	Hold	902	–	–	﹤0.01%	4381
2025 Q4	$21K	Sell	902 -334	-27%	-$7.89K	﹤0.01%	4144
2025 Q3	$29K	Buy	1,236 +334	+37%	+$7.9K	﹤0.01%	3904
2025 Q2	$21K	Sell	902 -230	-20%	-$5.32K	﹤0.01%	3874
2025 Q1	$26K	Buy	1,132 +230	+25%	+$5.42K	﹤0.01%	3490
2024 Q4	$21K	Hold	902	–	–	﹤0.01%	3404
2024 Q3	$22K	Hold	902	–	–	﹤0.01%	3295
2024 Q2	$21K	Hold	902	–	–	﹤0.01%	3078
2024 Q1	$21K	Hold	902	–	–	﹤0.01%	2874
2023 Q4	$21K	Hold	902	–	–	﹤0.01%	2746
2023 Q3	$20K	Hold	902	–	–	﹤0.01%	2685
2023 Q2	$20K	Hold	902	–	–	﹤0.01%	2638
2023 Q1	$20K	Buy	+902	New	+$20K	﹤0.01%	2511

Other funds holding IBHI

LIA

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q1 2026 at 902 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #4381.

Carson Wealth (CWM LLC) first reported a position in IBHI in Q1 2023 and has held it in 13 quarters since. The position peaked at $29K in Q3 2025. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

Carson Wealth (CWM LLC) held 902 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $21K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares iBonds 2029 Term High Yield and Income ETF share count unchanged in Q1 2026.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4381 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s iShares iBonds 2029 Term High Yield and Income ETF position peaked at $29K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares iBonds 2029 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.