Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares CMBS ETF CMBS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-256
Closed -$13K – 5702
2025
Q4 		$13K Hold
256
– – ﹤0.01% 4408
2025
Q3 		$13K Hold
256
– – ﹤0.01% 4338
2025
Q2 		$12K Buy
+256
New +$12.3K ﹤0.01% 4195
2022
Q3 		– Sell
-133
Closed -$6K – 3944
2022
Q2 		$6K Buy
+133
New +$6.44K ﹤0.01% 2860
2014
Q1 		– Sell
-48
Closed -$2K – 213
2013
Q4 		$2K Buy
+48
New +$2.46K ﹤0.01% 586

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 256 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in CMBS in Q4 2013 and held it in 5 quarters. The position peaked at $13K in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 256 iShares CMBS ETF shares in Q1 2026, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in iShares CMBS ETF in Q4 2013 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s iShares CMBS ETF position peaked at $13K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

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