Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Agency Bond ETF AGZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12K Buy
+109
New +$12K ﹤0.01% 4706
2025
Q4 		– Sell
-1
Closed – – 5346
2025
Q3 		$0 Sell
1
-46
-98% -$5.04K ﹤0.01% 5236
2025
Q2 		$5K Sell
47
-213
-82% -$23.2K ﹤0.01% 4581
2025
Q1 		$28K Buy
260
+45
+21% +$4.89K ﹤0.01% 3431
2024
Q4 		$23K Buy
215
+4
+2% +$435 ﹤0.01% 3334
2024
Q3 		$23K Sell
211
-37
-15% -$4.05K ﹤0.01% 3258
2024
Q2 		$27K Sell
248
-37
-13% -$3.97K ﹤0.01% 2905
2024
Q1 		$31K Buy
285
+1
+0.4% +$108 ﹤0.01% 2611
2023
Q4 		$31K Sell
284
-162
-36% -$17.2K ﹤0.01% 2483
2023
Q3 		$47K Sell
446
-150
-25% -$16K ﹤0.01% 2096
2023
Q2 		$64K Buy
596
+10
+2% +$1.08K ﹤0.01% 1816
2023
Q1 		$63K Sell
586
-208
-26% -$22.4K ﹤0.01% 1738
2022
Q4 		$85K Buy
794
+77
+11% +$8.19K ﹤0.01% 1447
2022
Q3 		$76K Buy
717
+390
+119% +$42.6K ﹤0.01% 1460
2022
Q2 		$36K Hold
327
– – ﹤0.01% 1774
2022
Q1 		$37K Buy
327
+1
+0.3% +$115 ﹤0.01% 1742
2021
Q4 		$38K Buy
+326
New +$38.4K ﹤0.01% 1685
2021
Q2 		$38K Hold
325
– – ﹤0.01% 1505
2021
Q1 		$38K Hold
325
– – ﹤0.01% 1505
2020
Q4 		$38K Hold
325
– – ﹤0.01% 1505
2020
Q3 		$38K Hold
325
– – ﹤0.01% 1505
2020
Q2 		$38K Hold
325
– – ﹤0.01% 1505
2020
Q1 		$38K Hold
325
– – ﹤0.01% 1505
2019
Q4 		$38K Hold
325
– – ﹤0.01% 1505
2019
Q3 		$38K Hold
325
– – ﹤0.01% 1505
2019
Q2 		$38K Hold
325
– – ﹤0.01% 1505
2019
Q1 		$38K Buy
325
+290
+829% +$32.6K ﹤0.01% 1505
2018
Q4 		$4K Sell
35
-47
-57% -$5.2K ﹤0.01% 1575
2018
Q3 		$9K Buy
82
+35
+74% +$3.88K ﹤0.01% 1176
2018
Q2 		$5K Buy
+47
New +$5.22K ﹤0.01% 1180

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $751M AUM
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in iShares Agency Bond ETF (AGZ) in Q1 2026: 109 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #4706 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in AGZ as recently as Q3 2025.

Carson Wealth (CWM LLC) first reported a position in AGZ in Q2 2018 and has held it in 30 quarters since. The position peaked at $85K in Q4 2022. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 109 shares of iShares Agency Bond ETF worth $12K as of Q1 2026.
  • iShares Agency Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4706 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Agency Bond ETF in Q2 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Agency Bond ETF position peaked at $85K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

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