Carson Wealth (CWM LLC)
IEF icon

Carson Wealth (CWM LLC)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6M Buy
173,860
+2,587
+2% +$249K 0.04% 387
2025
Q4 		$16.5M Buy
171,273
+22,098
+15% +$2.14M 0.04% 376
2025
Q3 		$14.4M Buy
149,175
+31,693
+27% +$3.03M 0.04% 362
2025
Q2 		$11.3M Buy
117,482
+4,614
+4% +$436K 0.04% 367
2025
Q1 		$10.8M Buy
112,868
+584
+0.5% +$54.6K 0.04% 331
2024
Q4 		$10.4M Sell
112,284
-22,997
-17% -$2.17M 0.04% 311
2024
Q3 		$13.3M Buy
135,281
+70,696
+109% +$6.83M 0.06% 266
2024
Q2 		$6.05M Sell
64,585
-2,174
-3% -$202K 0.03% 382
2024
Q1 		$6.32M Sell
66,759
-34,197
-34% -$3.24M 0.03% 375
2023
Q4 		$9.73M Buy
100,956
+27,963
+38% +$2.59M 0.05% 278
2023
Q3 		$6.68M Sell
72,993
-135,983
-65% -$12.8M 0.04% 312
2023
Q2 		$20.2M Buy
208,976
+12,909
+7% +$1.27M 0.12% 153
2023
Q1 		$19.4M Sell
196,067
-30,959
-14% -$3.03M 0.13% 150
2022
Q4 		$21.7M Sell
227,026
-9,398
-4% -$902K 0.16% 132
2022
Q3 		$22.7M Buy
236,424
+18,504
+8% +$1.88M 0.18% 112
2022
Q2 		$22.3M Sell
217,920
-5,914
-3% -$607K 0.17% 113
2022
Q1 		$24.1M Buy
223,834
+58,911
+36% +$6.54M 0.17% 120
2021
Q4 		$19M Buy
+164,923
New +$19M 0.13% 150
2021
Q2 		$15.8M Hold
137,041
– – 0.13% 161
2021
Q1 		$15.8M Hold
137,041
– – 0.13% 161
2020
Q4 		$15.8M Hold
137,041
– – 0.13% 161
2020
Q3 		$15.8M Hold
137,041
– – 0.13% 161
2020
Q2 		$15.8M Hold
137,041
– – 0.13% 161
2020
Q1 		$15.8M Hold
137,041
– – 0.13% 161
2019
Q4 		$15.8M Hold
137,041
– – 0.13% 161
2019
Q3 		$15.8M Hold
137,041
– – 0.13% 161
2019
Q2 		$15.8M Hold
137,041
– – 0.13% 161
2019
Q1 		$15.8M Buy
137,041
+134,022
+4,439% +$14M 0.13% 161
2018
Q4 		$315K Sell
3,019
-1,291
-30% -$131K 0.01% 514
2018
Q3 		$436K Buy
4,310
+458
+12% +$46.7K 0.01% 405
2018
Q2 		$395K Buy
3,852
+1,884
+96% +$192K 0.01% 354
2018
Q1 		$203K Sell
1,968
-244
-11% -$25.1K 0.01% 359
2017
Q4 		$234K Buy
2,212
+1,259
+132% +$134K 0.01% 329
2017
Q3 		$102K Buy
953
+836
+715% +$89.6K ﹤0.01% 414
2017
Q2 		$12K Sell
117
-22
-16% -$2.35K ﹤0.01% 742
2017
Q1 		$15K Buy
139
+114
+456% +$12K ﹤0.01% 667
2016
Q4 		$3K Sell
25
-39
-61% -$4.19K ﹤0.01% 924
2016
Q3 		$7K Buy
64
+36
+129% +$4.04K ﹤0.01% 773
2016
Q2 		$3K Sell
28
-31
-53% -$3.43K ﹤0.01% 683
2016
Q1 		$7K Buy
+59
New +$6.43K ﹤0.01% 563
2015
Q4 		– Sell
-49
Closed -$5K – 718
2015
Q3 		$5K Buy
+49
New +$5.21K ﹤0.01% 499

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.5% in Q1 2026, buying an estimated $249K and bringing the position to 173,860 shares worth $16.6M. The position accounts for 0.04% of the portfolio, ranked #387.

Carson Wealth (CWM LLC) first reported a position in IEF in Q3 2015 and has held it in 41 quarters since. The position peaked at $24.1M in Q1 2022. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 173,860 shares of iShares 7-10 Year Treasury Bond ETF worth $16.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,587 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $249K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #387 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s iShares 7-10 Year Treasury Bond ETF position peaked at $24.1M in Q1 2022.
  • 1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

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