Carson Wealth (CWM LLC)
IBMN

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-76,662
Closed -$2.05M – 5485
2025
Q3 		$2.05M Buy
76,662
+128
+0.2% +$3.42K 0.01% 1085
2025
Q2 		$2.05M Buy
76,534
+4,833
+7% +$129K 0.01% 939
2025
Q1 		$1.92M Buy
71,701
+3,919
+6% +$105K 0.01% 844
2024
Q4 		$1.8M Buy
67,782
+17,484
+35% +$465K 0.01% 822
2024
Q3 		$1.34M Sell
50,298
-16
-0% -$426 0.01% 872
2024
Q2 		$1.33M Buy
50,314
+31,992
+175% +$845K 0.01% 764
2024
Q1 		$485K Buy
18,322
+748
+4% +$19.8K ﹤0.01% 1155
2023
Q4 		$467K Buy
17,574
+3,471
+25% +$91.2K ﹤0.01% 1090
2023
Q3 		$368K Sell
14,103
-9,650
-41% -$253K ﹤0.01% 1082
2023
Q2 		$626K Buy
23,753
+4,920
+26% +$130K ﹤0.01% 870
2023
Q1 		$501K Buy
18,833
+18,100
+2,469% +$479K ﹤0.01% 893
2022
Q4 		$19K Buy
+733
New +$19.2K ﹤0.01% 2407

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBMN Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 76,662 shares — an estimated $2.05M sold.

Carson Wealth (CWM LLC) first reported a position in IBMN in Q4 2022 and held it in 12 quarters. The position peaked at $2.05M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 76,662 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $2.05M.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.05M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.