Carson Wealth (CWM LLC)
BSV icon

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

Carson Wealth (CWM LLC)’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.75M Buy
111,533
+13,878
+14% +$1.09M 0.02% 601
2025
Q4 		$7.7M Buy
97,655
+2,301
+2% +$182K 0.02% 613
2025
Q3 		$7.52M Sell
95,354
-403
-0.4% -$31.7K 0.02% 564
2025
Q2 		$7.54M Sell
95,757
-647
-0.7% -$50.6K 0.03% 473
2025
Q1 		$7.55M Sell
96,404
-132,599
-58% -$10.3M 0.03% 414
2024
Q4 		$17.7M Sell
229,003
-895
-0.4% -$69.5K 0.07% 225
2024
Q3 		$18.1M Sell
229,898
-78,966
-26% -$6.15M 0.08% 226
2024
Q2 		$23.7M Sell
308,864
-6,031
-2% -$460K 0.11% 174
2024
Q1 		$24.1M Buy
314,895
+6,986
+2% +$536K 0.12% 172
2023
Q4 		$23.7M Buy
307,909
+1,413
+0.5% +$107K 0.13% 159
2023
Q3 		$23M Buy
306,496
+11,324
+4% +$854K 0.14% 144
2023
Q2 		$22.3M Buy
295,172
+8,879
+3% +$677K 0.14% 146
2023
Q1 		$21.9M Buy
286,293
+28,578
+11% +$2.17M 0.15% 136
2022
Q4 		$19.4M Buy
257,715
+10,791
+4% +$810K 0.14% 143
2022
Q3 		$18.5M Buy
246,924
+16,564
+7% +$1.27M 0.15% 133
2022
Q2 		$17.7M Buy
230,360
+224,216
+3,649% +$17.3M 0.14% 144
2022
Q1 		$479K Buy
6,144
+758
+14% +$60.2K ﹤0.01% 745
2021
Q4 		$435K Buy
+5,386
New +$438K ﹤0.01% 764
2021
Q2 		$209K Hold
2,550
– – ﹤0.01% 886
2021
Q1 		$209K Hold
2,550
– – ﹤0.01% 886
2020
Q4 		$209K Hold
2,550
– – ﹤0.01% 886
2020
Q3 		$209K Hold
2,550
– – ﹤0.01% 886
2020
Q2 		$209K Hold
2,550
– – ﹤0.01% 886
2020
Q1 		$209K Hold
2,550
– – ﹤0.01% 886
2019
Q4 		$209K Hold
2,550
– – ﹤0.01% 886
2019
Q3 		$209K Hold
2,550
– – ﹤0.01% 886
2019
Q2 		$209K Hold
2,550
– – ﹤0.01% 886
2019
Q1 		$209K Sell
2,550
-6,835
-73% -$539K ﹤0.01% 886
2018
Q4 		$737K Buy
9,385
+5,478
+140% +$427K 0.02% 402
2018
Q3 		$305K Buy
3,907
+1,143
+41% +$89.3K 0.01% 443
2018
Q2 		$216K Sell
2,764
-669
-19% -$52.3K 0.01% 410
2018
Q1 		$269K Buy
3,433
+3,054
+806% +$240K 0.01% 339
2017
Q4 		$30K Sell
379
-158
-29% -$12.6K ﹤0.01% 619
2017
Q3 		$43K Buy
537
+29
+6% +$2.32K ﹤0.01% 549
2017
Q2 		$41K Buy
+508
New +$40.6K ﹤0.01% 502
2016
Q2 		– Sell
-5,709
Closed -$460K – 796
2016
Q1 		$460K Buy
5,709
+191
+3% +$15.3K 0.04% 191
2015
Q4 		$439K Buy
+5,518
New +$442K 0.04% 184

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q1 2026, buying an estimated $1.09M and bringing the position to 111,533 shares worth $8.75M. The position accounts for 0.02% of the portfolio, ranked #601.

Carson Wealth (CWM LLC) first reported a position in BSV in Q4 2015 and has held it in 37 quarters since. The position peaked at $24.1M in Q1 2024. 1,337 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 111,533 shares of Vanguard Short-Term Bond ETF worth $8.75M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,878 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.09M.
  • Vanguard Short-Term Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #601 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 37 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Short-Term Bond ETF position peaked at $24.1M in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

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