Carson Wealth (CWM LLC)
BGRN icon

Carson Wealth (CWM LLC)’s iShares USD Green Bond ETF BGRN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.1K Sell
950
-338
-26% -$16.2K ﹤0.01% 3892
2025
Q4 		$62K Sell
1,288
-1
-0.1% -$48 ﹤0.01% 3430
2025
Q3 		$62K Sell
1,289
-206
-14% -$9.84K ﹤0.01% 3343
2025
Q2 		$71K Buy
1,495
+3
+0.2% +$141 ﹤0.01% 2997
2025
Q1 		$71K Sell
1,492
-124
-8% -$5.82K ﹤0.01% 2694
2024
Q4 		$75K Sell
1,616
-3,483
-68% -$165K ﹤0.01% 2476
2024
Q3 		$246K Buy
5,099
+2
+0% +$95 ﹤0.01% 1646
2024
Q2 		$237K Buy
5,097
+110
+2% +$5.1K ﹤0.01% 1502
2024
Q1 		$234K Buy
4,987
+1,984
+66% +$92.8K ﹤0.01% 1442
2023
Q4 		$142K Sell
3,003
-3,240
-52% -$147K ﹤0.01% 1574
2023
Q3 		$282K Buy
6,243
+29
+0.5% +$1.33K ﹤0.01% 1177
2023
Q2 		$289K Buy
6,214
+27
+0.4% +$1.26K ﹤0.01% 1118
2023
Q1 		$291K Buy
6,187
+3,460
+127% +$162K ﹤0.01% 1064
2022
Q4 		$125K Sell
2,727
-730
-21% -$33.4K ﹤0.01% 1280
2022
Q3 		$158K Buy
3,457
+5
+0.1% +$238 ﹤0.01% 1141
2022
Q2 		$165K Sell
3,452
-9
-0.3% -$436 ﹤0.01% 1116
2022
Q1 		$175K Hold
3,461
– – ﹤0.01% 1094
2021
Q4 		$188K Buy
+3,461
New +$190K ﹤0.01% 1048
2021
Q2 		$42K Hold
764
– – ﹤0.01% 1467
2021
Q1 		$42K Hold
764
– – ﹤0.01% 1467
2020
Q4 		$42K Hold
764
– – ﹤0.01% 1467
2020
Q3 		$42K Hold
764
– – ﹤0.01% 1467
2020
Q2 		$42K Hold
764
– – ﹤0.01% 1467
2020
Q1 		$42K Hold
764
– – ﹤0.01% 1467
2019
Q4 		$42K Hold
764
– – ﹤0.01% 1467
2019
Q3 		$42K Hold
764
– – ﹤0.01% 1467
2019
Q2 		$42K Hold
764
– – ﹤0.01% 1467
2019
Q1 		$42K Buy
+764
New +$39.4K ﹤0.01% 1467

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares USD Green Bond ETF (BGRN) stake by 26% in Q1 2026, selling an estimated $16.2K and leaving 950 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

Carson Wealth (CWM LLC) first reported a position in BGRN in Q1 2019 and has held it in 28 quarters since. The position peaked at $291K in Q1 2023. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 950 shares of iShares USD Green Bond ETF worth $45.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 338 iShares USD Green Bond ETF shares in Q1 2026, an estimated $16.2K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3892 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares USD Green Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares USD Green Bond ETF position peaked at $291K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

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