Carson Wealth (CWM LLC)
IBMP icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11M Buy
82,751
+11,602
+16% +$295K 0.01% 1176
2025
Q4 		$1.81M Buy
71,149
+29,099
+69% +$739K ﹤0.01% 1188
2025
Q3 		$1.07M Sell
42,050
-4,778
-10% -$122K ﹤0.01% 1364
2025
Q2 		$1.19M Buy
46,828
+7,671
+20% +$193K ﹤0.01% 1166
2025
Q1 		$990K Buy
39,157
+3,155
+9% +$79.6K ﹤0.01% 1131
2024
Q4 		$905K Buy
36,002
+23,780
+195% +$601K ﹤0.01% 1136
2024
Q3 		$311K Sell
12,222
-5,195
-30% -$131K ﹤0.01% 1527
2024
Q2 		$436K Buy
17,417
+1,077
+7% +$26.9K ﹤0.01% 1241
2024
Q1 		$411K Sell
16,340
-19,328
-54% -$488K ﹤0.01% 1207
2023
Q4 		$907K Buy
35,668
+31,025
+668% +$771K ﹤0.01% 849
2023
Q3 		$114K Sell
4,643
-2,715
-37% -$67.6K ﹤0.01% 1557
2023
Q2 		$184K Sell
7,358
-4
-0.1% -$101 ﹤0.01% 1284
2023
Q1 		$187K Buy
+7,362
New +$186K ﹤0.01% 1221

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 16% in Q1 2026, buying an estimated $295K and bringing the position to 82,751 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #1176.

Carson Wealth (CWM LLC) first reported a position in IBMP in Q1 2023 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 82,751 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.11M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,602 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $295K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1176 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

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