Carson Wealth (CWM LLC)
IGBH icon

Carson Wealth (CWM LLC)’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGBH Stock Details IGBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-53
Closed -$1K – 5489
2025
Q3 		$1K Hold
53
– – ﹤0.01% 5136
2025
Q2 		$1K Buy
+53
New +$1.26K ﹤0.01% 5020
2024
Q4 		– Sell
-133
Closed -$3K – 5020
2024
Q3 		$3K Sell
133
-62
-32% -$1.49K ﹤0.01% 4280
2024
Q2 		$5K Buy
195
+62
+47% +$1.52K ﹤0.01% 3872
2024
Q1 		$3K Hold
133
– – ﹤0.01% 3848
2023
Q4 		$3K Hold
133
– – ﹤0.01% 3701
2023
Q3 		$3K Hold
133
– – ﹤0.01% 3673
2023
Q2 		$3K Hold
133
– – ﹤0.01% 3643
2023
Q1 		$3K Hold
133
– – ﹤0.01% 3516
2022
Q4 		$3K Hold
133
– – ﹤0.01% 3418
2022
Q3 		$3K Hold
133
– – ﹤0.01% 3309
2022
Q2 		$3K Hold
133
– – ﹤0.01% 3200
2022
Q1 		$3K Hold
133
– – ﹤0.01% 3038
2021
Q4 		$3K Buy
+133
New +$3.35K ﹤0.01% 2987
2021
Q2 		$3K Hold
133
– – ﹤0.01% 2527
2021
Q1 		$3K Hold
133
– – ﹤0.01% 2527
2020
Q4 		$3K Hold
133
– – ﹤0.01% 2527
2020
Q3 		$3K Hold
133
– – ﹤0.01% 2527
2020
Q2 		$3K Hold
133
– – ﹤0.01% 2526
2020
Q1 		$3K Hold
133
– – ﹤0.01% 2525
2019
Q4 		$3K Hold
133
– – ﹤0.01% 2524
2019
Q3 		$3K Hold
133
– – ﹤0.01% 2524
2019
Q2 		$3K Hold
133
– – ﹤0.01% 2524
2019
Q1 		$3K Buy
+133
New +$3.26K ﹤0.01% 2524

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IGBH Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2025, closing a stake of 53 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in IGBH in Q1 2019 and held it in 24 quarters. The position peaked at $5K in Q2 2024. 47 funds tracked by Wall St. Rank hold IGBH as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 53 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2019 and held it in 24 quarters.
  • Carson Wealth (CWM LLC)'s iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $5K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.