Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.7M Buy
750,303
+44,750
+6% +$1M 0.04% 383
2025
Q4 		$15.8M Buy
705,553
+643,036
+1,029% +$14.4M 0.04% 386
2025
Q3 		$1.4M Buy
62,517
+18,929
+43% +$422K ﹤0.01% 1243
2025
Q2 		$975K Buy
43,588
+4,722
+12% +$105K ﹤0.01% 1246
2025
Q1 		$865K Buy
38,866
+7,194
+23% +$158K ﹤0.01% 1209
2024
Q4 		$694K Buy
31,672
+2,696
+9% +$59.4K ﹤0.01% 1257
2024
Q3 		$652K Buy
28,976
+9,187
+46% +$205K ﹤0.01% 1213
2024
Q2 		$432K Buy
19,789
+5,230
+36% +$114K ﹤0.01% 1244
2024
Q1 		$319K Sell
14,559
-35,756
-71% -$787K ﹤0.01% 1305
2023
Q4 		$1.12M Buy
50,315
+48,092
+2,163% +$1.04M 0.01% 758
2023
Q3 		$48K Hold
2,223
– – ﹤0.01% 2087
2023
Q2 		$49K Buy
+2,223
New +$49.7K ﹤0.01% 2004

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 6.3% in Q1 2026, buying an estimated $1M and bringing the position to 750,303 shares worth $16.7M. The position accounts for 0.04% of the portfolio, ranked #383.

Carson Wealth (CWM LLC) first reported a position in IBTI in Q2 2023 and has held it in 12 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 750,303 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $16.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 44,750 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $1M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #383 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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