Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Sell	72,553 -3,981	-5%	-$102K	﹤0.01%	1234
2025 Q4	$1.96M	Buy	76,534 +41,925	+121%	+$1.07M	0.01%	1161
2025 Q3	$887K	Sell	34,609 -4,753	-12%	-$122K	﹤0.01%	1486
2025 Q2	$1M	Buy	39,362 +6,266	+19%	+$158K	﹤0.01%	1240
2025 Q1	$837K	Buy	33,096 +3,641	+12%	+$92K	﹤0.01%	1231
2024 Q4	$742K	Buy	29,455 +14,226	+93%	+$361K	﹤0.01%	1224
2024 Q3	$390K	Sell	15,229 -1,925	-11%	-$48.8K	﹤0.01%	1419
2024 Q2	$429K	Buy	17,154 +1,072	+7%	+$26.8K	﹤0.01%	1251
2024 Q1	$406K	Sell	16,082 -18,129	-53%	-$461K	﹤0.01%	1211
2023 Q4	$875K	Buy	34,211 +31,213	+1,041%	+$776K	﹤0.01%	863
2023 Q3	$73K	Buy	2,998 +1,008	+51%	+$25.1K	﹤0.01%	1839
2023 Q2	$50K	Buy	1,990 +343	+21%	+$8.68K	﹤0.01%	1987
2023 Q1	$42K	Buy	+1,647	New	+$41.8K	﹤0.01%	1988

Other funds holding IBMQ

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LIA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 5.2% in Q1 2026, selling an estimated $102K and leaving 72,553 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Carson Wealth (CWM LLC) first reported a position in IBMQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.96M in Q4 2025. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Carson Wealth (CWM LLC) held 72,553 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.85M as of Q1 2026.
Carson Wealth (CWM LLC) sold 3,981 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $102K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1234 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.96M in Q4 2025.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

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