Carson Wealth (CWM LLC)
IBMS

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$733K Buy
28,389
+7,606
+37% +$199K ﹤0.01% 1752
2025
Q4 		$542K Buy
+20,783
New +$541K ﹤0.01% 1870

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 37% in Q1 2026, buying an estimated $199K and bringing the position to 28,389 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Carson Wealth (CWM LLC) first reported a position in IBMS in Q4 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,389 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $733K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,606 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $199K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1752 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

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