Carson Wealth (CWM LLC)
IBTP

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$995K Sell
38,819
-16
-0% -$413 ﹤0.01% 1544
2025
Q4 		$1M Buy
38,835
+20,884
+116% +$543K ﹤0.01% 1496
2025
Q3 		$465K Buy
17,951
+15,833
+748% +$406K ﹤0.01% 1847
2025
Q2 		$54K Buy
2,118
+1,722
+435% +$43.7K ﹤0.01% 3228
2025
Q1 		$10K Buy
+396
New +$9.96K ﹤0.01% 4126

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 0.04% in Q1 2026, selling an estimated $413 and leaving 38,819 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Carson Wealth (CWM LLC) first reported a position in IBTP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 55 funds tracked by Wall St. Rank hold IBTP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,819 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $995K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 16 iShares iBonds Dec 2034 Term Treasury ETF shares in Q1 2026, an estimated $413.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1544 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2034 Term Treasury ETF position peaked at $1M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q1 2026.

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