Carson Wealth (CWM LLC)
BIL icon

Carson Wealth (CWM LLC)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241M Buy
2,630,828
+159,750
+6% +$14.6M 0.63% 26
2025
Q4 		$226M Sell
2,471,078
-372,732
-13% -$34.1M 0.61% 29
2025
Q3 		$261M Buy
2,843,810
+483,773
+20% +$44.3M 0.78% 23
2025
Q2 		$216M Buy
2,360,037
+329,728
+16% +$30.2M 0.76% 25
2025
Q1 		$186M Buy
2,030,309
+191,502
+10% +$17.5M 0.74% 23
2024
Q4 		$168M Sell
1,838,807
-26,132
-1% -$2.39M 0.7% 30
2024
Q3 		$171M Buy
1,864,939
+24,900
+1% +$2.28M 0.74% 26
2024
Q2 		$169M Sell
1,840,039
-49,235
-3% -$4.51M 0.8% 25
2024
Q1 		$173M Sell
1,889,274
-181,938
-9% -$16.7M 0.84% 24
2023
Q4 		$189M Sell
2,071,212
-7,795
-0.4% -$714K 1.02% 18
2023
Q3 		$191M Buy
2,079,007
+67,383
+3% +$6.17M 1.17% 15
2023
Q2 		$185M Buy
2,011,624
+344,554
+21% +$31.6M 1.14% 16
2023
Q1 		$153M Buy
1,667,070
+297,509
+22% +$27.3M 1.03% 17
2022
Q4 		$125M Buy
1,369,561
+1,368,668
+153,266% +$125M 0.92% 18
2022
Q3 		$82K Buy
893
+623
+231% +$57K ﹤0.01% 1421
2022
Q2 		$25K Sell
270
-482
-64% -$44.1K ﹤0.01% 1976
2022
Q1 		$69K Buy
752
+289
+62% +$26.4K ﹤0.01% 1465
2021
Q4 		$42K Buy
+463
New +$42.3K ﹤0.01% 1646
2021
Q2 		$113K Hold
1,233
– – ﹤0.01% 1091
2021
Q1 		$113K Hold
1,233
– – ﹤0.01% 1091
2020
Q4 		$113K Hold
1,233
– – ﹤0.01% 1091
2020
Q3 		$113K Hold
1,233
– – ﹤0.01% 1091
2020
Q2 		$113K Hold
1,233
– – ﹤0.01% 1091
2020
Q1 		$113K Hold
1,233
– – ﹤0.01% 1091
2019
Q4 		$113K Hold
1,233
– – ﹤0.01% 1091
2019
Q3 		$113K Hold
1,233
– – ﹤0.01% 1091
2019
Q2 		$113K Hold
1,233
– – ﹤0.01% 1091
2019
Q1 		$113K Buy
1,233
+343
+39% +$31.4K ﹤0.01% 1091
2018
Q4 		$81K Buy
890
+857
+2,597% +$78.4K ﹤0.01% 766
2018
Q3 		$3K Sell
33
-311
-90% -$28.5K ﹤0.01% 1441
2018
Q2 		$32K Buy
344
+19
+6% +$1.74K ﹤0.01% 726
2018
Q1 		$30K Sell
325
-10
-3% -$915 ﹤0.01% 643
2017
Q4 		$31K Buy
335
+234
+232% +$21.4K ﹤0.01% 614
2017
Q3 		$9K Sell
101
-192,358
-100% -$17.6M ﹤0.01% 908
2017
Q2 		$17.6M Buy
192,459
+155,629
+423% +$14.2M 0.9% 34
2017
Q1 		$3.37M Buy
+36,830
New +$3.37M 0.19% 104

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.5% in Q1 2026, buying an estimated $14.6M and bringing the position to 2,630,828 shares worth $241M. The position accounts for 0.63% of the portfolio, ranked #26.

Carson Wealth (CWM LLC) first reported a position in BIL in Q1 2017 and has held it in 36 quarters since. The position peaked at $261M in Q3 2025. 1,312 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,630,828 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $241M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 159,750 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $14.6M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.63% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #26 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and has held it in 36 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $261M in Q3 2025.
  • 1,312 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

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