Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Total International Bond ETF BNDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BNDX Stock Details BNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.1M Buy
979,386
+149,799
+18% +$7.26M 0.12% 161
2025
Q4 		$40.1M Buy
829,587
+410,220
+98% +$20.3M 0.11% 172
2025
Q3 		$20.7M Sell
419,367
-4,833
-1% -$238K 0.06% 265
2025
Q2 		$21M Buy
424,200
+48,991
+13% +$2.41M 0.07% 230
2025
Q1 		$18.3M Buy
375,209
+342,630
+1,052% +$16.8M 0.07% 235
2024
Q4 		$1.6M Sell
32,579
-9,464
-23% -$473K 0.01% 870
2024
Q3 		$2.11M Sell
42,043
-7,488
-15% -$372K 0.01% 681
2024
Q2 		$2.41M Buy
49,531
+36,597
+283% +$1.78M 0.01% 593
2024
Q1 		$636K Sell
12,934
-3,754
-22% -$183K ﹤0.01% 1035
2023
Q4 		$824K Buy
16,688
+4,047
+32% +$197K ﹤0.01% 884
2023
Q3 		$605K Sell
12,641
-3,743
-23% -$181K ﹤0.01% 923
2023
Q2 		$801K Buy
16,384
+1,046
+7% +$51K ﹤0.01% 789
2023
Q1 		$750K Buy
15,338
+7,756
+102% +$376K 0.01% 753
2022
Q4 		$360K Sell
7,582
-1,622
-18% -$78.1K ﹤0.01% 897
2022
Q3 		$439K Buy
9,204
+4,709
+105% +$234K ﹤0.01% 790
2022
Q2 		$223K Sell
4,495
-311
-6% -$15.7K ﹤0.01% 1004
2022
Q1 		$252K Sell
4,806
-2,988
-38% -$160K ﹤0.01% 946
2021
Q4 		$430K Buy
+7,794
New +$443K ﹤0.01% 768
2021
Q2 		$656K Hold
11,496
– – 0.01% 632
2021
Q1 		$656K Hold
11,496
– – 0.01% 632
2020
Q4 		$656K Hold
11,496
– – 0.01% 632
2020
Q3 		$656K Hold
11,496
– – 0.01% 632
2020
Q2 		$656K Hold
11,496
– – 0.01% 632
2020
Q1 		$656K Hold
11,496
– – 0.01% 632
2019
Q4 		$656K Hold
11,496
– – 0.01% 632
2019
Q3 		$656K Hold
11,496
– – 0.01% 632
2019
Q2 		$656K Hold
11,496
– – 0.01% 632
2019
Q1 		$656K Buy
11,496
+7,699
+203% +$423K 0.01% 632
2018
Q4 		$206K Buy
3,797
+2,664
+235% +$145K 0.01% 593
2018
Q3 		$62K Buy
1,133
+449
+66% +$24.6K ﹤0.01% 705
2018
Q2 		$37K Buy
684
+243
+55% +$13.2K ﹤0.01% 698
2018
Q1 		$24K Sell
441
-793
-64% -$43K ﹤0.01% 679
2017
Q4 		$67K Sell
1,234
-2
-0.2% -$110 ﹤0.01% 481
2017
Q3 		$67K Buy
1,236
+605
+96% +$33K ﹤0.01% 469
2017
Q2 		$34K Buy
631
+72
+13% +$3.92K ﹤0.01% 540
2017
Q1 		$30K Buy
+559
New +$30.1K ﹤0.01% 539
2016
Q4 		– Sell
-543
Closed -$30K – 1103
2016
Q3 		$30K Buy
+543
New +$30.4K ﹤0.01% 497

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Total International Bond ETF (BNDX) stake by 18% in Q1 2026, buying an estimated $7.26M and bringing the position to 979,386 shares worth $47.1M. The position accounts for 0.12% of the portfolio, ranked #161.

Carson Wealth (CWM LLC) first reported a position in BNDX in Q3 2016 and has held it in 37 quarters since. 1,121 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 979,386 shares of Vanguard Total International Bond ETF worth $47.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 149,799 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $7.26M.
  • Vanguard Total International Bond ETF made up 0.12% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #161 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Total International Bond ETF in Q3 2016 and has held it in 37 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

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