Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.8M Buy
62,238
+3,637
+6% +$283K 0.01% 833
2025
Q4 		$4.56M Buy
58,601
+43,735
+294% +$3.42M 0.01% 821
2025
Q3 		$1.16M Buy
14,866
+5,810
+64% +$450K ﹤0.01% 1326
2025
Q2 		$700K Sell
9,056
-603
-6% -$45.9K ﹤0.01% 1435
2025
Q1 		$740K Sell
9,659
-1,053
-10% -$79.4K ﹤0.01% 1300
2024
Q4 		$801K Buy
10,712
+769
+8% +$58.5K ﹤0.01% 1195
2024
Q3 		$779K Buy
9,943
+923
+10% +$71.2K ﹤0.01% 1157
2024
Q2 		$676K Sell
9,020
-155
-2% -$11.5K ﹤0.01% 1074
2024
Q1 		$692K Sell
9,175
-1,633
-15% -$123K ﹤0.01% 1004
2023
Q4 		$826K Buy
10,808
+3,744
+53% +$274K ﹤0.01% 881
2023
Q3 		$511K Buy
7,064
+2,918
+70% +$216K ﹤0.01% 971
2023
Q2 		$312K Sell
4,146
-114
-3% -$8.68K ﹤0.01% 1096
2023
Q1 		$327K Sell
4,260
-28,561
-87% -$2.16M ﹤0.01% 1026
2022
Q4 		$2.44M Buy
32,821
+28,078
+592% +$2.08M 0.02% 421
2022
Q3 		$349K Buy
4,743
+393
+9% +$30.4K ﹤0.01% 855
2022
Q2 		$338K Sell
4,350
-84
-2% -$6.59K ﹤0.01% 851
2022
Q1 		$363K Sell
4,434
-223
-5% -$18.8K ﹤0.01% 819
2021
Q4 		$408K Buy
+4,657
New +$413K ﹤0.01% 781
2021
Q2 		$3.96M Hold
44,066
– – 0.03% 312
2021
Q1 		$3.96M Hold
44,066
– – 0.03% 312
2020
Q4 		$3.96M Hold
44,066
– – 0.03% 312
2020
Q3 		$3.96M Hold
44,066
– – 0.03% 312
2020
Q2 		$3.96M Hold
44,066
– – 0.03% 312
2020
Q1 		$3.96M Hold
44,066
– – 0.03% 312
2019
Q4 		$3.96M Hold
44,066
– – 0.03% 312
2019
Q3 		$3.96M Hold
44,066
– – 0.03% 312
2019
Q2 		$3.96M Hold
44,066
– – 0.03% 312
2019
Q1 		$3.96M Buy
44,066
+43,299
+5,645% +$3.56M 0.03% 312
2018
Q4 		$62K Buy
767
+558
+267% +$44.7K ﹤0.01% 831
2018
Q3 		$17K Buy
209
+165
+375% +$13.3K ﹤0.01% 988
2018
Q2 		$4K Buy
+44
New +$3.55K ﹤0.01% 1228
2018
Q1 		– Sell
-44
Closed -$4K – 1413
2017
Q4 		$4K Sell
44
-162
-79% -$13.7K ﹤0.01% 1122
2017
Q3 		$17K Sell
206
-627
-75% -$53.2K ﹤0.01% 739
2017
Q2 		$70K Buy
+833
New +$70.4K ﹤0.01% 430
2017
Q1 		– Sell
-10,412
Closed -$865K – 1176
2016
Q4 		$865K Buy
10,412
+1,795
+21% +$152K 0.05% 190
2016
Q3 		$755K Buy
8,617
+2,981
+53% +$262K 0.05% 185
2016
Q2 		$496K Buy
+5,636
New +$487K 0.04% 200
2015
Q3 		– Sell
-5,864
Closed -$492K – 639
2015
Q2 		$492K Buy
+5,864
New +$499K 0.05% 142

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.2% in Q1 2026, buying an estimated $283K and bringing the position to 62,238 shares worth $4.8M. The position accounts for 0.01% of the portfolio, ranked #833.

Carson Wealth (CWM LLC) first reported a position in BIV in Q2 2015 and has held it in 38 quarters since. 1,010 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62,238 shares of Vanguard Intermediate-Term Bond ETF worth $4.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,637 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $283K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #833 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and has held it in 38 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

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