Carson Wealth (CWM LLC)
IBTH icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.6M Buy
562,325
+20,371
+4% +$458K 0.03% 465
2025
Q4 		$12.2M Buy
541,954
+456,680
+536% +$10.3M 0.03% 453
2025
Q3 		$1.92M Buy
85,274
+19,745
+30% +$443K 0.01% 1105
2025
Q2 		$1.47M Buy
65,529
+6,516
+11% +$146K 0.01% 1068
2025
Q1 		$1.32M Buy
59,013
+4,783
+9% +$107K 0.01% 1011
2024
Q4 		$1.2M Buy
54,230
+12,047
+29% +$268K 0.01% 990
2024
Q3 		$955K Sell
42,183
-598
-1% -$13.4K ﹤0.01% 1061
2024
Q2 		$944K Buy
42,781
+5,163
+14% +$113K ﹤0.01% 928
2024
Q1 		$834K Sell
37,618
-21,945
-37% -$488K ﹤0.01% 933
2023
Q4 		$1.33M Buy
59,563
+45,225
+315% +$993K 0.01% 693
2023
Q3 		$313K Buy
14,338
+5,632
+65% +$124K ﹤0.01% 1142
2023
Q2 		$193K Buy
8,706
+4,020
+86% +$90.6K ﹤0.01% 1267
2023
Q1 		$106K Buy
+4,686
New +$105K ﹤0.01% 1468

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.8% in Q1 2026, buying an estimated $458K and bringing the position to 562,325 shares worth $12.6M. The position accounts for 0.03% of the portfolio, ranked #465.

Carson Wealth (CWM LLC) first reported a position in IBTH in Q1 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 562,325 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $12.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,371 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $458K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #465 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
  • 313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

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