Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$555K Sell
11,460
-173
-1% -$8.43K ﹤0.01% 1932
2025
Q4 		$567K Buy
11,633
+126
+1% +$6.15K ﹤0.01% 1844
2025
Q3 		$562K Sell
11,507
-790
-6% -$38.4K ﹤0.01% 1718
2025
Q2 		$598K Sell
12,297
-993
-7% -$47.9K ﹤0.01% 1513
2025
Q1 		$643K Sell
13,290
-3,743
-22% -$180K ﹤0.01% 1352
2024
Q4 		$814K Buy
17,033
+844
+5% +$40.5K ﹤0.01% 1187
2024
Q3 		$788K Buy
16,189
+226
+1% +$10.9K ﹤0.01% 1150
2024
Q2 		$756K Sell
15,963
-835
-5% -$39.4K ﹤0.01% 1039
2024
Q1 		$797K Buy
16,798
+1,085
+7% +$51.4K ﹤0.01% 953
2023
Q4 		$747K Buy
15,713
+906
+6% +$42.3K ﹤0.01% 925
2023
Q3 		$687K Buy
14,807
+3,225
+28% +$150K ﹤0.01% 879
2023
Q2 		$540K Buy
11,582
+6,440
+125% +$303K ﹤0.01% 915
2023
Q1 		$242K Buy
5,142
+4,060
+375% +$190K ﹤0.01% 1128
2022
Q4 		$50K Sell
1,082
-221
-17% -$10.2K ﹤0.01% 1735
2022
Q3 		$60K Buy
1,303
+221
+20% +$10.4K ﹤0.01% 1582
2022
Q2 		$51K Hold
1,082
– – ﹤0.01% 1621
2022
Q1 		$52K Buy
1,082
+1,023
+1,734% +$50.5K ﹤0.01% 1593
2021
Q4 		$3K Buy
+59
New +$2.99K ﹤0.01% 2989
2021
Q2 		$3K Hold
59
– – ﹤0.01% 2530
2021
Q1 		$3K Hold
59
– – ﹤0.01% 2530
2020
Q4 		$3K Hold
59
– – ﹤0.01% 2530
2020
Q3 		$3K Hold
59
– – ﹤0.01% 2530
2020
Q2 		$3K Hold
59
– – ﹤0.01% 2529
2020
Q1 		$3K Hold
59
– – ﹤0.01% 2528
2019
Q4 		$3K Hold
59
– – ﹤0.01% 2527
2019
Q3 		$3K Hold
59
– – ﹤0.01% 2527
2019
Q2 		$3K Hold
59
– – ﹤0.01% 2527
2019
Q1 		$3K Sell
59
-1,328
-96% -$65.6K ﹤0.01% 2527
2018
Q4 		$68K Buy
+1,387
New +$67.7K ﹤0.01% 805
2017
Q4 		– Sell
-29
Closed -$1K – 1513
2017
Q3 		$1K Hold
29
– – ﹤0.01% 1379
2017
Q2 		$1K Buy
+29
New +$1.46K ﹤0.01% 1100

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.5% in Q1 2026, selling an estimated $8.43K and leaving 11,460 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Carson Wealth (CWM LLC) first reported a position in ISTB in Q2 2017 and has held it in 31 quarters since. The position peaked at $814K in Q4 2024. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,460 shares of iShares Core 1-5 Year USD Bond ETF worth $555K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 173 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $8.43K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1932 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2017 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core 1-5 Year USD Bond ETF position peaked at $814K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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