Carson Wealth (CWM LLC)’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-55	Closed	-$2K	–	5199
2025 Q1	$2K	Hold	55	–	–	﹤0.01%	4765
2024 Q4	$2K	Hold	55	–	–	﹤0.01%	4548
2024 Q3	$2K	Buy	+55	New	+$2.41K	﹤0.01%	4405
2024 Q2	–	Sell	-108	Closed	-$5K	–	4739
2024 Q1	$5K	Sell	108 -19	-15%	-$814	﹤0.01%	3662
2023 Q4	$6K	Buy	+127	New	+$5.27K	﹤0.01%	3435
2022 Q1	–	Sell	-771	Closed	-$39K	–	3677
2021 Q4	$39K	Buy	+771	New	+$39.1K	﹤0.01%	1676

Other funds holding IMTB

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IMTB Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2025, closing a stake of 55 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in IMTB in Q4 2021 and held it in 6 quarters. The position peaked at $39K in Q4 2021. 48 funds tracked by Wall St. Rank hold IMTB as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 55 iShares Core 5-10 Year USD Bond ETF shares in Q2 2025, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2021 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s iShares Core 5-10 Year USD Bond ETF position peaked at $39K in Q4 2021.
48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.