Carson Wealth (CWM LLC)
IBTQ

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$407K Hold
16,102
– – ﹤0.01% 2165
2025
Q4 		$410K Hold
16,102
– – ﹤0.01% 2043
2025
Q3 		$411K Buy
+16,102
New +$407K ﹤0.01% 1910

Other funds holding IBTQ

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) position steady in Q1 2026 at 16,102 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Carson Wealth (CWM LLC) first reported a position in IBTQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $411K in Q3 2025. 44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,102 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $407K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares iBonds Dec 2035 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2165 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s iShares iBonds Dec 2035 Term Treasury ETF position peaked at $411K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

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