Carson Wealth (CWM LLC)’s Vanguard Total World Bond ETF BNDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-51	Closed	-$4K	–	5381
2025 Q3	$4K	Buy	+51	New	+$3.53K	﹤0.01%	4792
2023 Q2	–	Sell	-1	Closed	–	–	4183
2023 Q1	$0	Hold	1	–	–	﹤0.01%	4057
2022 Q4	$0	Hold	1	–	–	﹤0.01%	3975
2022 Q3	$0	Buy	+1	New	+$70	﹤0.01%	3915
2022 Q1	–	Sell	-100	Closed	-$8K	–	3532
2021 Q4	$8K	Buy	+100	New	+$7.96K	﹤0.01%	2460

Other funds holding BNDW

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AFA

Amicus Financial Advisors Lubbock, Texas $407M AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AFO

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BNDW Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2025, closing a stake of 51 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in BNDW in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 112 funds tracked by Wall St. Rank hold BNDW as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining Vanguard Total World Bond ETF position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 51 Vanguard Total World Bond ETF shares in Q4 2025, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in Vanguard Total World Bond ETF in Q4 2021 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Vanguard Total World Bond ETF position peaked at $8K in Q4 2021.
112 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.