Carson Wealth (CWM LLC)’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy	53,034 +781	+1%	+$18K	﹤0.01%	1437
2025 Q4	$1.21M	Buy	52,253 +24,940	+91%	+$578K	﹤0.01%	1385
2025 Q3	$632K	Buy	27,313 +22,898	+519%	+$526K	﹤0.01%	1671
2025 Q2	$102K	Buy	4,415 +1,851	+72%	+$42.1K	﹤0.01%	2704
2025 Q1	$59K	Buy	2,564 +1,094	+74%	+$24.6K	﹤0.01%	2836
2024 Q4	$33K	Buy	1,470 +4	+0.3%	+$91	﹤0.01%	3100
2024 Q3	$34K	Hold	1,466	–	–	﹤0.01%	2991
2024 Q2	$33K	Buy	1,466 +621	+73%	+$13.8K	﹤0.01%	2768
2024 Q1	$19K	Buy	+845	New	+$19.2K	﹤0.01%	2941

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 1.5% in Q1 2026, buying an estimated $18K and bringing the position to 53,034 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Carson Wealth (CWM LLC) first reported a position in IBTM in Q1 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Carson Wealth (CWM LLC) held 53,034 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.22M as of Q1 2026.
Carson Wealth (CWM LLC) bought 781 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $18K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1437 holding.
Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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