Carson Wealth (CWM LLC)
IBO

Carson Wealth (CWM LLC)’s Impact BioMedical IBO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBO Stock Details IBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17 Hold
28
– – ﹤0.01% 5637
2025
Q4 		$0 Hold
28
– – ﹤0.01% 5710
2025
Q3 		$0 Buy
28
+27
+2,700% +$17 ﹤0.01% 5613
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5354
2025
Q1 		$0 Buy
+1
New +$2 ﹤0.01% 5246

Other funds holding IBO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Impact BioMedical (IBO) position steady in Q1 2026 at 28 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #5637.

Carson Wealth (CWM LLC) first reported a position in IBO in Q1 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold IBO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28 shares of Impact BioMedical worth $17 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Impact BioMedical share count unchanged in Q1 2026.
  • Impact BioMedical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5637 holding.
  • Carson Wealth (CWM LLC) first reported a position in Impact BioMedical in Q1 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held Impact BioMedical as of Q1 2026.

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