Carson Wealth (CWM LLC)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.66M | Sell |
64,619
-27,701
| -30% | -$3.3M | 0.02% | 652 |
|
|
2025
Q4 | $11M | Buy |
92,320
+24,452
| +36% | +$2.93M | 0.03% | 488 |
|
|
2025
Q3 | $8.11M | Sell |
67,868
-2,708
| -4% | -$322K | 0.02% | 539 |
|
|
2025
Q2 | $8.4M | Sell |
70,576
-1,706
| -2% | -$201K | 0.03% | 434 |
|
|
2025
Q1 | $8.54M | Sell |
72,282
-3,769
| -5% | -$439K | 0.03% | 384 |
|
|
2024
Q4 | $8.79M | Buy |
76,051
+33,351
| +78% | +$3.89M | 0.04% | 344 |
|
|
2024
Q3 | $5.11M | Buy |
42,700
+18,527
| +77% | +$2.19M | 0.02% | 437 |
|
|
2024
Q2 | $2.79M | Sell |
24,173
-35,715
| -60% | -$4.09M | 0.01% | 556 |
|
|
2024
Q1 | $6.94M | Sell |
59,888
-1,488
| -2% | -$173K | 0.03% | 357 |
|
|
2023
Q4 | $7.19M | Buy |
61,376
+27,256
| +80% | +$3.11M | 0.04% | 336 |
|
|
2023
Q3 | $3.86M | Sell |
34,120
-95,470
| -74% | -$10.9M | 0.02% | 411 |
|
|
2023
Q2 | $14.9M | Buy |
129,590
+28,124
| +28% | +$3.29M | 0.09% | 185 |
|
|
2023
Q1 | $11.9M | Buy |
101,466
+682
| +0.7% | +$79.3K | 0.08% | 201 |
|
|
2022
Q4 | $11.6M | Sell |
100,784
-5,957
| -6% | -$683K | 0.09% | 186 |
|
|
2022
Q3 | $12.2M | Sell |
106,741
-8,592
| -7% | -$1.02M | 0.1% | 168 |
|
|
2022
Q2 | $13.8M | Sell |
115,333
-13,086
| -10% | -$1.56M | 0.11% | 161 |
|
|
2022
Q1 | $15.7M | Sell |
128,419
-10,763
| -8% | -$1.35M | 0.11% | 167 |
|
|
2021
Q4 | $17.9M | Buy |
+139,182
| New | +$18M | 0.13% | 160 |
|
|
2021
Q2 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2021
Q1 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2020
Q4 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2020
Q3 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2020
Q2 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2020
Q1 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2019
Q4 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2019
Q3 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2019
Q2 | $31.6M | Hold |
242,206
| – | – | 0.25% | 69 |
|
|
2019
Q1 | $31.6M | Buy |
242,206
+184,026
| +316% | +$22.4M | 0.25% | 69 |
|
|
2018
Q4 | $7.06M | Buy |
58,180
+7,229
| +14% | +$862K | 0.18% | 118 |
|
|
2018
Q3 | $6.07M | Buy |
50,951
+18,993
| +59% | +$2.27M | 0.15% | 136 |
|
|
2018
Q2 | $3.83M | Buy |
31,958
+21,794
| +214% | +$2.61M | 0.13% | 140 |
|
|
2018
Q1 | $1.23M | Buy |
10,164
+10,076
| +11,450% | +$1.22M | 0.05% | 210 |
|
|
2017
Q4 | $11K | Buy |
88
+36
| +69% | +$4.42K | ﹤0.01% | 855 |
|
|
2017
Q3 | $6K | Buy |
+52
| New | +$6.45K | ﹤0.01% | 1030 |
|
|
2016
Q3 | – | Sell |
-3,853
| Closed | -$491K | – | 1024 |
|
|
2016
Q2 | $491K | Buy |
+3,853
| New | +$485K | 0.04% | 203 |
|
|
2016
Q1 | – | Sell |
-3,440
| Closed | -$422K | – | 780 |
|
|
2015
Q4 | $422K | Sell |
3,440
-318
| -8% | -$39.3K | 0.04% | 188 |
|
|
2015
Q3 | $468K | Buy |
+3,758
| New | +$464K | 0.05% | 161 |
|
Other funds holding IEI
Carson Wealth (CWM LLC)'s IEI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 30% in Q1 2026, selling an estimated $3.3M and leaving 64,619 shares worth $7.66M. The position accounts for 0.02% of the portfolio, ranked #652.
Carson Wealth (CWM LLC) first reported a position in IEI in Q3 2015 and has held it in 37 quarters since. The position peaked at $31.6M in Q2 2021. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.
- Carson Wealth (CWM LLC) held 64,619 shares of iShares 3-7 Year Treasury Bond ETF worth $7.66M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 27,701 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.3M.
- iShares 3-7 Year Treasury Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #652 holding.
- Carson Wealth (CWM LLC) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s iShares 3-7 Year Treasury Bond ETF position peaked at $31.6M in Q2 2021.
- 835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.