Carson Wealth (CWM LLC)
BWZ icon

Carson Wealth (CWM LLC)’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BWZ Stock Details BWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,000
Closed -$56K – 5286
2025
Q2 		$56K Hold
2,000
– – ﹤0.01% 3183
2025
Q1 		$53K Hold
2,000
– – ﹤0.01% 2928
2024
Q4 		$51K Hold
2,000
– – ﹤0.01% 2779
2024
Q3 		$55K Hold
2,000
– – ﹤0.01% 2612
2024
Q2 		$51K Hold
2,000
– – ﹤0.01% 2461
2024
Q1 		$53K Buy
+2,000
New +$53.2K ﹤0.01% 2250
2017
Q2 		– Sell
-300
Closed -$9K – 1206
2017
Q1 		$9K Hold
300
– – ﹤0.01% 769
2016
Q4 		$9K Sell
300
-170
-36% -$5.16K ﹤0.01% 746
2016
Q3 		$15K Hold
470
– – ﹤0.01% 598
2016
Q2 		$15K Hold
470
– – ﹤0.01% 496
2016
Q1 		$15K Hold
470
– – ﹤0.01% 476
2015
Q4 		$14K Buy
+470
New +$14.1K ﹤0.01% 426

Other funds holding BWZ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BWZ Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2025, closing a stake of 2,000 shares — an estimated $56K sold.

Carson Wealth (CWM LLC) first reported a position in BWZ in Q4 2015 and held it in 12 quarters. The position peaked at $56K in Q2 2025. 67 funds tracked by Wall St. Rank hold BWZ as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,000 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2025, an estimated $56K.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2015 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $56K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.