Carson Wealth (CWM LLC)
IBTO icon

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$850K Sell
34,832
-13
-0% -$319 ﹤0.01% 1648
2025
Q4 		$856K Buy
34,845
+15,273
+78% +$377K ﹤0.01% 1590
2025
Q3 		$482K Buy
19,572
+16,580
+554% +$406K ﹤0.01% 1828
2025
Q2 		$73K Buy
2,992
+1,749
+141% +$42.3K ﹤0.01% 2978
2025
Q1 		$30K Buy
+1,243
New +$29.7K ﹤0.01% 3382

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.04% in Q1 2026, selling an estimated $319 and leaving 34,832 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Carson Wealth (CWM LLC) first reported a position in IBTO in Q1 2025 and has held it in 5 quarters since. The position peaked at $856K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,832 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $850K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $319.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1648 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2033 Term Treasury ETF position peaked at $856K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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