Carson Wealth (CWM LLC)
IBMO icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.23M Buy
87,020
+7,790
+10% +$200K 0.01% 1155
2025
Q4 		$2.03M Buy
79,230
+28,785
+57% +$737K 0.01% 1143
2025
Q3 		$1.29M Sell
50,445
-4,748
-9% -$122K ﹤0.01% 1275
2025
Q2 		$1.41M Buy
55,193
+6,197
+13% +$158K 0.01% 1085
2025
Q1 		$1.25M Buy
48,996
+1,041
+2% +$26.6K 0.01% 1026
2024
Q4 		$1.22M Buy
47,955
+23,568
+97% +$602K 0.01% 978
2024
Q3 		$626K Sell
24,387
-5,301
-18% -$135K ﹤0.01% 1234
2024
Q2 		$752K Buy
29,688
+1,842
+7% +$46.5K ﹤0.01% 1042
2024
Q1 		$706K Sell
27,846
-15,607
-36% -$397K ﹤0.01% 996
2023
Q4 		$1.11M Buy
43,453
+28,037
+182% +$704K 0.01% 763
2023
Q3 		$382K Sell
15,416
-10,853
-41% -$272K ﹤0.01% 1067
2023
Q2 		$661K Buy
26,269
+1,587
+6% +$40.1K ﹤0.01% 852
2023
Q1 		$630K Buy
24,682
+16,679
+208% +$423K ﹤0.01% 817
2022
Q4 		$202K Hold
8,003
– – ﹤0.01% 1099
2022
Q3 		$197K Hold
8,003
– – ﹤0.01% 1062
2022
Q2 		$203K Buy
+8,003
New +$202K ﹤0.01% 1042

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 9.8% in Q1 2026, buying an estimated $200K and bringing the position to 87,020 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #1155.

Carson Wealth (CWM LLC) first reported a position in IBMO in Q2 2022 and has held it in 16 quarters since. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 87,020 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,790 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $200K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1155 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.