Carson Wealth (CWM LLC)’s iShares International Treasury Bond ETF IGOV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGOV Stock Details IGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Hold	5,119	–	–	﹤0.01%	2702
2025 Q4	$213K	Sell	5,119 -143	-3%	-$6.03K	﹤0.01%	2519
2025 Q3	$224K	Buy	5,262 +702	+15%	+$29.8K	﹤0.01%	2359
2025 Q2	$197K	Buy	4,560 +1,897	+71%	+$78.9K	﹤0.01%	2183
2025 Q1	$105K	Hold	2,663	–	–	﹤0.01%	2388
2024 Q4	$102K	Sell	2,663 -3,289	-55%	-$131K	﹤0.01%	2276
2024 Q3	$249K	Buy	5,952 +3,485	+141%	+$142K	﹤0.01%	1640
2024 Q2	$95K	Sell	2,467 -987	-29%	-$38.5K	﹤0.01%	2000
2024 Q1	$137K	Buy	3,454 +62	+2%	+$2.47K	﹤0.01%	1702
2023 Q4	$140K	Buy	3,392 +2,511	+285%	+$96.8K	﹤0.01%	1582
2023 Q3	$33K	Sell	881 -3	-0.3%	-$117	﹤0.01%	2341
2023 Q2	$35K	Hold	884	–	–	﹤0.01%	2251
2023 Q1	$36K	Buy	+884	New	+$35.2K	﹤0.01%	2091

Other funds holding IGOV

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares International Treasury Bond ETF (IGOV) position steady in Q1 2026 at 5,119 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Carson Wealth (CWM LLC) first reported a position in IGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $249K in Q3 2024. 145 funds tracked by Wall St. Rank hold IGOV as of Q1 2026.

Carson Wealth (CWM LLC) held 5,119 shares of iShares International Treasury Bond ETF worth $210K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares International Treasury Bond ETF share count unchanged in Q1 2026.
iShares International Treasury Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2702 holding.
Carson Wealth (CWM LLC) first reported a position in iShares International Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s iShares International Treasury Bond ETF position peaked at $249K in Q3 2024.
145 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2026.

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