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

Carson Wealth (CWM LLC)’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Buy
1,461
+612
+72% +$42.7K ﹤0.01% 3262
2025
Q4 		$59K Sell
849
-186
-18% -$13.2K ﹤0.01% 3472
2025
Q3 		$73K Sell
1,035
-770
-43% -$53.4K ﹤0.01% 3215
2025
Q2 		$126K Buy
1,805
+168
+10% +$11.5K ﹤0.01% 2522
2025
Q1 		$115K Sell
1,637
-102
-6% -$7.08K ﹤0.01% 2312
2024
Q4 		$119K Sell
1,739
-30
-2% -$2.14K ﹤0.01% 2168
2024
Q3 		$133K Sell
1,769
-1,293
-42% -$95K ﹤0.01% 2005
2024
Q2 		$215K Sell
3,062
-1,514
-33% -$106K ﹤0.01% 1550
2024
Q1 		$331K Buy
4,576
+2,279
+99% +$164K ﹤0.01% 1293
2023
Q4 		$171K Buy
2,297
+396
+21% +$27.1K ﹤0.01% 1483
2023
Q3 		$128K Buy
1,901
+877
+86% +$62.5K ﹤0.01% 1502
2023
Q2 		$77K Sell
1,024
-89
-8% -$6.68K ﹤0.01% 1705
2023
Q1 		$85K Buy
1,113
+13
+1% +$983 ﹤0.01% 1574
2022
Q4 		$80K Buy
1,100
+10
+0.9% +$724 ﹤0.01% 1481
2022
Q3 		$78K Buy
1,090
+399
+58% +$31.6K ﹤0.01% 1447
2022
Q2 		$55K Buy
691
+100
+17% +$8.23K ﹤0.01% 1581
2022
Q1 		$54K Sell
591
-1
-0.2% -$95 ﹤0.01% 1571
2021
Q4 		$61K Buy
+592
New +$61.2K ﹤0.01% 1492
2021
Q2 		$80K Hold
780
– – ﹤0.01% 1209
2021
Q1 		$80K Hold
780
– – ﹤0.01% 1209
2020
Q4 		$80K Hold
780
– – ﹤0.01% 1209
2020
Q3 		$80K Hold
780
– – ﹤0.01% 1209
2020
Q2 		$80K Hold
780
– – ﹤0.01% 1209
2020
Q1 		$80K Hold
780
– – ﹤0.01% 1209
2019
Q4 		$80K Hold
780
– – ﹤0.01% 1209
2019
Q3 		$80K Hold
780
– – ﹤0.01% 1209
2019
Q2 		$80K Hold
780
– – ﹤0.01% 1209
2019
Q1 		$80K Buy
780
+758
+3,445% +$67.2K ﹤0.01% 1209
2018
Q4 		$2K Sell
22
-170
-89% -$14.5K ﹤0.01% 1719
2018
Q3 		$17K Buy
+192
New +$17K ﹤0.01% 989
2018
Q2 		– Sell
-8,799
Closed -$800K – 1693
2018
Q1 		$800K Buy
+8,799
New +$802K 0.03% 245

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Long-Term Bond ETF (BLV) stake by 72% in Q1 2026, buying an estimated $42.7K and bringing the position to 1,461 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

Carson Wealth (CWM LLC) first reported a position in BLV in Q1 2018 and has held it in 31 quarters since. The position peaked at $800K in Q1 2018. 409 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,461 shares of Vanguard Long-Term Bond ETF worth $100K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 612 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $42.7K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3262 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Long-Term Bond ETF position peaked at $800K in Q1 2018.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

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