Carson Wealth (CWM LLC)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.3M	Buy	669,629 +107,195	+19%	+$2.45M	0.04%	410
2025 Q4	$12.9M	Buy	562,434 +464,651	+475%	+$10.6M	0.03%	431
2025 Q3	$2.24M	Buy	97,783 +15,898	+19%	+$364K	0.01%	1043
2025 Q2	$1.88M	Buy	81,885 +8,562	+12%	+$196K	0.01%	977
2025 Q1	$1.68M	Sell	73,323 -875	-1%	-$20K	0.01%	888
2024 Q4	$1.69M	Buy	74,198 +5,643	+8%	+$129K	0.01%	846
2024 Q3	$1.58M	Buy	68,555 +4,017	+6%	+$91.9K	0.01%	803
2024 Q2	$1.46M	Buy	64,538 +18,424	+40%	+$416K	0.01%	733
2024 Q1	$1.05M	Sell	46,114 -18,544	-29%	-$422K	0.01%	831
2023 Q4	$1.48M	Buy	64,658 +49,131	+316%	+$1.11M	0.01%	658
2023 Q3	$349K	Buy	15,527 +1,040	+7%	+$23.4K	﹤0.01%	1102
2023 Q2	$328K	Buy	14,487 +4,501	+45%	+$103K	﹤0.01%	1077
2023 Q1	$230K	Buy	+9,986	New	+$228K	﹤0.01%	1148

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 19% in Q1 2026, buying an estimated $2.45M and bringing the position to 669,629 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #410.

Carson Wealth (CWM LLC) first reported a position in IBTG in Q1 2023 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Carson Wealth (CWM LLC) held 669,629 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $15.3M as of Q1 2026.
Carson Wealth (CWM LLC) bought 107,195 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $2.45M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #410 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

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