Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201M Sell
2,019,477
-37,965
-2% -$3.77M 0.53% 33
2025
Q4 		$204M Sell
2,057,442
-93,932
-4% -$9.33M 0.55% 32
2025
Q3 		$214M Buy
2,151,374
+275,464
+15% +$27.4M 0.64% 31
2025
Q2 		$187M Sell
1,875,910
-151,650
-7% -$15.1M 0.66% 29
2025
Q1 		$202M Buy
2,027,560
+360,183
+22% +$35.8M 0.8% 20
2024
Q4 		$165M Sell
1,667,377
-10,746
-0.6% -$1.07M 0.69% 31
2024
Q3 		$167M Buy
1,678,123
+55,014
+3% +$5.46M 0.72% 28
2024
Q2 		$161M Sell
1,623,109
-61,520
-4% -$6.1M 0.76% 29
2024
Q1 		$167M Sell
1,684,629
-52,400
-3% -$5.2M 0.81% 25
2023
Q4 		$172M Buy
1,737,029
+221,777
+15% +$22M 0.93% 22
2023
Q3 		$151M Buy
1,515,252
+144,297
+11% +$14.3M 0.92% 20
2023
Q2 		$136M Buy
1,370,955
+325,181
+31% +$32.3M 0.84% 24
2023
Q1 		$104M Buy
1,045,774
+637,301
+156% +$63.3M 0.7% 25
2022
Q4 		$40.6M Buy
+408,473
New +$40.6M 0.3% 65

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 1.8% in Q1 2026, selling an estimated $3.77M and leaving 2,019,477 shares worth $201M. The position accounts for 0.53% of the portfolio, ranked #33.

Carson Wealth (CWM LLC) first reported a position in BILS in Q4 2022 and has held it in 14 quarters since. The position peaked at $214M in Q3 2025. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,019,477 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $201M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 37,965 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $3.77M.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.53% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #33 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $214M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

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