Carson Wealth (CWM LLC)’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40	Closed	-$3K	–	5741
2025 Q4	$3K	Buy	+40	New	+$3.02K	﹤0.01%	4985
2019 Q1	–	Sell	-6,781	Closed	-$541K	–	3109
2018 Q4	$541K	Buy	+6,781	New	+$545K	0.01%	446
2014 Q1	–	Sell	-26	Closed	-$2K	–	313
2013 Q4	$2K	Buy	+26	New	+$2.48K	﹤0.01%	590

Other funds holding ISHG

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IWM

Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2026, closing a stake of 40 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in ISHG in Q4 2013 and held it in 3 quarters. The position peaked at $541K in Q4 2018. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 40 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2013 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s iShares 1-3 Year International Treasury Bond ETF position peaked at $541K in Q4 2018.
103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

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