Carson Wealth (CWM LLC)
IBMR icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$787K Buy
31,044
+7,793
+34% +$199K ﹤0.01% 1697
2025
Q4 		$591K Buy
23,251
+21,251
+1,063% +$540K ﹤0.01% 1814
2025
Q3 		$51K Hold
2,000
– – ﹤0.01% 3522
2025
Q2 		$50K Hold
2,000
– – ﹤0.01% 3279
2025
Q1 		$50K Buy
+2,000
New +$50.2K ﹤0.01% 2995

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 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
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 34% in Q1 2026, buying an estimated $199K and bringing the position to 31,044 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Carson Wealth (CWM LLC) first reported a position in IBMR in Q1 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31,044 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $787K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,793 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $199K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1697 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

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