Carson Wealth (CWM LLC)
BBBI icon

Carson Wealth (CWM LLC)’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBBI Stock Details BBBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$197K Buy
3,835
+476
+14% +$24.8K ﹤0.01% 2757
2025
Q4 		$175K Buy
3,359
+1,413
+73% +$73.8K ﹤0.01% 2673
2025
Q3 		$102K Buy
1,946
+514
+36% +$26.6K ﹤0.01% 2970
2025
Q2 		$74K Buy
+1,432
New +$72.2K ﹤0.01% 2959

Other funds holding BBBI

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM

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

Carson Wealth (CWM LLC) increased its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 14% in Q1 2026, buying an estimated $24.8K and bringing the position to 3,835 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Carson Wealth (CWM LLC) first reported a position in BBBI in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold BBBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,835 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $197K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 476 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $24.8K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2757 holding.
  • Carson Wealth (CWM LLC) first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q1 2026.

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