Carson Wealth (CWM LLC)
IBTF

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-125,198
Closed -$2.92M – 5486
2025
Q3 		$2.92M Sell
125,198
-7,936
-6% -$185K 0.01% 931
2025
Q2 		$3.11M Sell
133,134
-106,971
-45% -$2.5M 0.01% 765
2025
Q1 		$5.61M Sell
240,105
-9,111
-4% -$213K 0.02% 489
2024
Q4 		$5.81M Sell
249,216
-15,107
-6% -$352K 0.02% 440
2024
Q3 		$6.19M Buy
264,323
+159,257
+152% +$3.71M 0.03% 404
2024
Q2 		$2.44M Buy
105,066
+26,506
+34% +$614K 0.01% 587
2024
Q1 		$1.82M Buy
78,560
+19,373
+33% +$450K 0.01% 648
2023
Q4 		$1.38M Buy
59,187
+14,409
+32% +$333K 0.01% 680
2023
Q3 		$1.03M Buy
44,778
+6,078
+16% +$140K 0.01% 740
2023
Q2 		$895K Buy
38,700
+16,433
+74% +$384K 0.01% 752
2023
Q1 		$524K Buy
+22,267
New +$520K ﹤0.01% 879

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBTF Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 125,198 shares — an estimated $2.92M sold.

Carson Wealth (CWM LLC) first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $6.19M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 125,198 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.92M.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2025 Term Treasury ETF position peaked at $6.19M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.