Carson Wealth (CWM LLC)
IBTK icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5M Buy
836,477
+49,874
+6% +$989K 0.04% 394
2025
Q4 		$15.6M Buy
786,603
+748,622
+1,971% +$14.9M 0.04% 389
2025
Q3 		$755K Buy
37,981
+20,411
+116% +$404K ﹤0.01% 1566
2025
Q2 		$349K Buy
17,570
+3,933
+29% +$77.2K ﹤0.01% 1770
2025
Q1 		$268K Buy
13,637
+4,552
+50% +$88.1K ﹤0.01% 1736
2024
Q4 		$174K Buy
9,085
+11
+0.1% +$214 ﹤0.01% 1919
2024
Q3 		$182K Buy
9,074
+8,113
+844% +$161K ﹤0.01% 1802
2024
Q2 		$19K Buy
+961
New +$18.4K ﹤0.01% 3143
2024
Q1 		– Sell
-2,510
Closed -$49K – 4504
2023
Q4 		$49K Buy
2,510
+21
+0.8% +$400 ﹤0.01% 2195
2023
Q3 		$47K Hold
2,489
– – ﹤0.01% 2104
2023
Q2 		$49K Buy
+2,489
New +$49.8K ﹤0.01% 2006

Other funds holding IBTK

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 6.3% in Q1 2026, buying an estimated $989K and bringing the position to 836,477 shares worth $16.5M. The position accounts for 0.04% of the portfolio, ranked #394.

Carson Wealth (CWM LLC) first reported a position in IBTK in Q2 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 836,477 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $16.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 49,874 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $989K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #394 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2023 and has held it in 11 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

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