Carson Wealth (CWM LLC)
CORP icon

Carson Wealth (CWM LLC)’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$110M Buy
1,138,477
+29,508
+3% +$2.89M 0.29% 72
2025
Q4 		$109M Buy
1,108,969
+2,477
+0.2% +$244K 0.29% 65
2025
Q3 		$109M Sell
1,106,492
-247,539
-18% -$24.1M 0.33% 59
2025
Q2 		$132M Sell
1,354,031
-71,129
-5% -$6.8M 0.46% 44
2025
Q1 		$138M Buy
1,425,160
+108,787
+8% +$10.4M 0.55% 37
2024
Q4 		$125M Buy
1,316,373
+153,041
+13% +$14.8M 0.52% 40
2024
Q3 		$116M Buy
1,163,332
+124,687
+12% +$12.2M 0.5% 36
2024
Q2 		$98.7M Buy
1,038,645
+32,110
+3% +$3.04M 0.47% 39
2024
Q1 		$96.7M Buy
1,006,535
+373,024
+59% +$35.8M 0.47% 37
2023
Q4 		$61.6M Buy
633,511
+172,627
+37% +$16M 0.33% 56
2023
Q3 		$42M Buy
460,884
+218,892
+90% +$20.4M 0.26% 75
2023
Q2 		$23M Buy
241,992
+80,019
+49% +$7.62M 0.14% 139
2023
Q1 		$15.6M Sell
161,973
-107,777
-40% -$10.3M 0.11% 170
2022
Q4 		$25.1M Buy
269,750
+14,327
+6% +$1.32M 0.18% 118
2022
Q3 		$23.3M Buy
255,423
+56,719
+29% +$5.47M 0.19% 109
2022
Q2 		$19.2M Buy
198,704
+198,140
+35,131% +$19.5M 0.15% 131
2022
Q1 		$59K Sell
564
-452
-44% -$48.5K ﹤0.01% 1533
2021
Q4 		$115K Buy
+1,016
New +$115K ﹤0.01% 1243
2021
Q2 		$27.4M Hold
239,533
– – 0.22% 94
2021
Q1 		$27.4M Hold
239,533
– – 0.22% 94
2020
Q4 		$27.4M Hold
239,533
– – 0.22% 94
2020
Q3 		$27.4M Hold
239,533
– – 0.22% 94
2020
Q2 		$27.4M Hold
239,533
– – 0.22% 94
2020
Q1 		$27.4M Hold
239,533
– – 0.22% 94
2019
Q4 		$27.4M Hold
239,533
– – 0.22% 94
2019
Q3 		$27.4M Hold
239,533
– – 0.22% 94
2019
Q2 		$27.4M Hold
239,533
– – 0.22% 94
2019
Q1 		$27.4M Buy
+239,533
New +$24.2M 0.22% 94

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 2.7% in Q1 2026, buying an estimated $2.89M and bringing the position to 1,138,477 shares worth $110M. The position accounts for 0.29% of the portfolio, ranked #72.

Carson Wealth (CWM LLC) first reported a position in CORP in Q1 2019 and has held it in 28 quarters since. The position peaked at $138M in Q1 2025. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,138,477 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $110M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 29,508 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $2.89M.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.29% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #72 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $138M in Q1 2025.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

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