Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Buy
57,684
+508
+0.9% +$10.4K ﹤0.01% 1448
2025
Q4 		$1.17M Buy
57,176
+28,983
+103% +$597K ﹤0.01% 1404
2025
Q3 		$580K Buy
28,193
+19,786
+235% +$405K ﹤0.01% 1709
2025
Q2 		$172K Buy
8,407
+2,000
+31% +$40.5K ﹤0.01% 2302
2025
Q1 		$130K Buy
6,407
+4,032
+170% +$80.6K ﹤0.01% 2208
2024
Q4 		$47K Buy
2,375
+17
+0.7% +$342 ﹤0.01% 2848
2024
Q3 		$49K Buy
2,358
+4
+0.2% +$82 ﹤0.01% 2707
2024
Q2 		$47K Buy
2,354
+1,403
+148% +$27.8K ﹤0.01% 2509
2024
Q1 		$19K Buy
+951
New +$19.2K ﹤0.01% 2940

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 0.89% in Q1 2026, buying an estimated $10.4K and bringing the position to 57,684 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Carson Wealth (CWM LLC) first reported a position in IBTL in Q1 2024 and has held it in 9 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 57,684 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.18M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 508 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $10.4K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1448 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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