Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$482K Sell
9,716
-4,233
-30% -$214K ﹤0.01% 2043
2025
Q4 		$704K Sell
13,949
-4,086
-23% -$209K ﹤0.01% 1708
2025
Q3 		$930K Buy
18,035
+10,228
+131% +$516K ﹤0.01% 1453
2025
Q2 		$392K Buy
7,807
+6,502
+498% +$318K ﹤0.01% 1709
2025
Q1 		$66K Buy
1,305
+660
+102% +$32.9K ﹤0.01% 2740
2024
Q4 		$32K Sell
645
-27,763
-98% -$1.42M ﹤0.01% 3127
2024
Q3 		$1.52M Sell
28,408
-693
-2% -$36.2K 0.01% 828
2024
Q2 		$1.46M Sell
29,101
-3,371
-10% -$169K 0.01% 734
2024
Q1 		$1.67M Sell
32,472
-3,238
-9% -$166K 0.01% 675
2023
Q4 		$1.88M Buy
35,710
+34,823
+3,926% +$1.68M 0.01% 589
2023
Q3 		$42K Sell
887
-68
-7% -$3.37K ﹤0.01% 2172
2023
Q2 		$49K Sell
955
-90
-9% -$4.62K ﹤0.01% 2007
2023
Q1 		$55K Sell
1,045
-265
-20% -$13.7K ﹤0.01% 1812
2022
Q4 		$65K Sell
1,310
-69,243
-98% -$3.42M ﹤0.01% 1589
2022
Q3 		$3.4M Buy
70,553
+68,611
+3,533% +$3.65M 0.03% 340
2022
Q2 		$104K Sell
1,942
-689
-26% -$38.1K ﹤0.01% 1302
2022
Q1 		$162K Sell
2,631
-567
-18% -$36.2K ﹤0.01% 1123
2021
Q4 		$222K Buy
+3,198
New +$223K ﹤0.01% 982
2021
Q2 		$7.56M Hold
107,692
– – 0.06% 238
2021
Q1 		$7.56M Hold
107,692
– – 0.06% 238
2020
Q4 		$7.56M Hold
107,692
– – 0.06% 238
2020
Q3 		$7.56M Hold
107,692
– – 0.06% 238
2020
Q2 		$7.56M Hold
107,692
– – 0.06% 238
2020
Q1 		$7.56M Hold
107,692
– – 0.06% 238
2019
Q4 		$7.56M Hold
107,692
– – 0.06% 238
2019
Q3 		$7.56M Hold
107,692
– – 0.06% 238
2019
Q2 		$7.56M Hold
107,692
– – 0.06% 238
2019
Q1 		$7.56M Buy
107,692
+107,667
+430,668% +$6.24M 0.06% 238
2018
Q4 		$1K Sell
25
-261
-91% -$14.6K ﹤0.01% 1911
2018
Q3 		$17K Buy
+286
New +$16.7K ﹤0.01% 991
2017
Q1 		– Sell
-9
Closed -$1K – 1235
2016
Q4 		$1K Sell
9
-61
-87% -$3.65K ﹤0.01% 1050
2016
Q3 		$4K Buy
70
+40
+133% +$2.54K ﹤0.01% 843
2016
Q2 		$2K Buy
+30
New +$1.81K ﹤0.01% 715

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 30% in Q1 2026, selling an estimated $214K and leaving 9,716 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Carson Wealth (CWM LLC) first reported a position in IGLB in Q2 2016 and has held it in 33 quarters since. The position peaked at $7.56M in Q2 2021. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,716 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $482K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,233 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $214K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2043 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $7.56M in Q2 2021.
  • 223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

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