Carson Wealth (CWM LLC)’s Vanguard Total Bond Market BND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.96M	Buy	121,612 +17,519	+17%	+$1.3M	0.02%	590
2025 Q4	$7.71M	Buy	104,093 +48,405	+87%	+$3.6M	0.02%	611
2025 Q3	$4.14M	Buy	55,688 +18,622	+50%	+$1.37M	0.01%	794
2025 Q2	$2.73M	Sell	37,066 -19,182	-34%	-$1.4M	0.01%	828
2025 Q1	$4.13M	Buy	56,248 +7,017	+14%	+$509K	0.02%	584
2024 Q4	$3.54M	Buy	49,231 +21,633	+78%	+$1.58M	0.01%	565
2024 Q3	$2.07M	Sell	27,598 -23,119	-46%	-$1.71M	0.01%	694
2024 Q2	$3.65M	Buy	50,717 +13,783	+37%	+$987K	0.02%	489
2024 Q1	$2.68M	Buy	36,934 +13,243	+56%	+$961K	0.01%	549
2023 Q4	$1.74M	Sell	23,691 -18,032	-43%	-$1.27M	0.01%	608
2023 Q3	$2.91M	Sell	41,723 -876,304	-95%	-$62.6M	0.02%	463
2023 Q2	$66.7M	Buy	918,027 +35,219	+4%	+$2.58M	0.41%	46
2023 Q1	$65.2M	Buy	882,808 +5,188	+0.6%	+$380K	0.44%	44
2022 Q4	$63M	Sell	877,620 -28,765	-3%	-$2.06M	0.46%	45
2022 Q3	$64.7M	Sell	906,385 -3,465	-0.4%	-$259K	0.51%	40
2022 Q2	$68.5M	Buy	909,850 +353,712	+64%	+$26.9M	0.53%	36
2022 Q1	$44.2M	Sell	556,138 -5,224	-0.9%	-$427K	0.31%	56
2021 Q4	$47.6M	Buy	+561,362	New	+$47.8M	0.33%	53
2021 Q2	$31.2M	Hold	362,955	–	–	0.25%	70
2021 Q1	$31.2M	Hold	362,955	–	–	0.25%	70
2020 Q4	$31.2M	Hold	362,955	–	–	0.25%	70
2020 Q3	$31.2M	Hold	362,955	–	–	0.25%	70
2020 Q2	$31.2M	Hold	362,955	–	–	0.25%	70
2020 Q1	$31.2M	Hold	362,955	–	–	0.25%	70
2019 Q4	$31.2M	Hold	362,955	–	–	0.25%	70
2019 Q3	$31.2M	Hold	362,955	–	–	0.25%	70
2019 Q2	$31.2M	Hold	362,955	–	–	0.25%	70
2019 Q1	$31.2M	Buy	362,955 +359,778	+11,324%	+$28.7M	0.25%	70
2018 Q4	$252K	Sell	3,177 -1,758	-36%	-$137K	0.01%	555
2018 Q3	$388K	Buy	4,935 +1,453	+42%	+$115K	0.01%	411
2018 Q2	$276K	Buy	3,482 +1,092	+46%	+$86.3K	0.01%	384
2018 Q1	$191K	Sell	2,390 -2,188	-48%	-$175K	0.01%	367
2017 Q4	$373K	Sell	4,578 -1,331	-23%	-$109K	0.02%	289
2017 Q3	$484K	Buy	5,909 +2,088	+55%	+$171K	0.02%	253
2017 Q2	$313K	Sell	3,821 -4,337	-53%	-$354K	0.02%	272
2017 Q1	$661K	Buy	8,158 +5,839	+252%	+$472K	0.04%	212
2016 Q4	$187K	Sell	2,319 -247	-10%	-$20.2K	0.01%	279
2016 Q3	$216K	Buy	2,566 +1,194	+87%	+$101K	0.01%	257
2016 Q2	$116K	Sell	1,372 -1,482	-52%	-$123K	0.01%	292
2016 Q1	$236K	Sell	2,854 -1,442	-34%	-$118K	0.02%	223
2015 Q4	$347K	Sell	4,296 -5,061	-54%	-$412K	0.03%	192
2015 Q3	$767K	Buy	+9,357	New	+$763K	0.08%	146
2014 Q1	–	Sell	-58	Closed	-$5K	–	189
2013 Q4	$5K	Buy	+58	New	+$4.68K	﹤0.01%	508

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Total Bond Market (BND) stake by 17% in Q1 2026, buying an estimated $1.3M and bringing the position to 121,612 shares worth $8.96M. The position accounts for 0.02% of the portfolio, ranked #590.

Carson Wealth (CWM LLC) first reported a position in BND in Q4 2013 and has held it in 43 quarters since. The position peaked at $68.5M in Q2 2022. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Carson Wealth (CWM LLC) held 121,612 shares of Vanguard Total Bond Market worth $8.96M as of Q1 2026.
Carson Wealth (CWM LLC) bought 17,519 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.3M.
Vanguard Total Bond Market made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #590 holding.
Carson Wealth (CWM LLC) first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 43 quarters since.
Carson Wealth (CWM LLC)'s Vanguard Total Bond Market position peaked at $68.5M in Q2 2022.
1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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