Carson Wealth (CWM LLC)
ILTB icon

Carson Wealth (CWM LLC)’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.8K Hold
1,140
– – ﹤0.01% 3735
2025
Q4 		$57K Hold
1,140
– – ﹤0.01% 3502
2025
Q3 		$58K Hold
1,140
– – ﹤0.01% 3410
2025
Q2 		$56K Hold
1,140
– – ﹤0.01% 3187
2025
Q1 		$57K Hold
1,140
– – ﹤0.01% 2869
2024
Q4 		$55K Buy
+1,140
New +$57.7K ﹤0.01% 2730
2022
Q4 		– Sell
-28
Closed -$1K – 4098
2022
Q3 		$1K Buy
+28
New +$1.54K ﹤0.01% 3671
2019
Q1 		– Sell
-150
Closed -$9K – 3102
2018
Q4 		$9K Buy
+150
New +$8.7K ﹤0.01% 1366

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $237M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Core 10+ Year USD Bond ETF (ILTB) position steady in Q1 2026 at 1,140 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3735.

Carson Wealth (CWM LLC) first reported a position in ILTB in Q4 2018 and has held it in 8 quarters since. The position peaked at $58K in Q3 2025. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,140 shares of iShares Core 10+ Year USD Bond ETF worth $55.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Core 10+ Year USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3735 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2018 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core 10+ Year USD Bond ETF position peaked at $58K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

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