Carson Wealth (CWM LLC)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.5M	Buy	756,665 +45,942	+6%	+$1.01M	0.04%	392
2025 Q4	$15.6M	Buy	710,723 +651,588	+1,102%	+$14.3M	0.04%	390
2025 Q3	$1.3M	Buy	59,135 +19,543	+49%	+$428K	﹤0.01%	1273
2025 Q2	$868K	Buy	39,592 +6,599	+20%	+$144K	﹤0.01%	1319
2025 Q1	$718K	Buy	32,993 +11,836	+56%	+$254K	﹤0.01%	1309
2024 Q4	$451K	Buy	21,157 +8,827	+72%	+$190K	﹤0.01%	1423
2024 Q3	$273K	Buy	12,330 +8,720	+242%	+$191K	﹤0.01%	1592
2024 Q2	$77K	Buy	3,610 +886	+33%	+$18.8K	﹤0.01%	2165
2024 Q1	$59K	Buy	2,724 +462	+20%	+$9.96K	﹤0.01%	2191
2023 Q4	$49K	Sell	2,262 -1	-0%	-$21	﹤0.01%	2194
2023 Q3	$48K	Hold	2,263	–	–	﹤0.01%	2088
2023 Q2	$49K	Buy	+2,263	New	+$49.8K	﹤0.01%	2005

Other funds holding IBTJ

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

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

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

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 6.5% in Q1 2026, buying an estimated $1.01M and bringing the position to 756,665 shares worth $16.5M. The position accounts for 0.04% of the portfolio, ranked #392.

Carson Wealth (CWM LLC) first reported a position in IBTJ in Q2 2023 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Carson Wealth (CWM LLC) held 756,665 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $16.5M as of Q1 2026.
Carson Wealth (CWM LLC) bought 45,942 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $1.01M.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #392 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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