Carson Wealth (CWM LLC)
EBND icon

Carson Wealth (CWM LLC)’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EBND Stock Details EBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$122K Buy
5,916
+1,293
+28% +$27.6K ﹤0.01% 3097
2025
Q4 		$99K Buy
4,623
+2,958
+178% +$62.9K ﹤0.01% 3064
2025
Q3 		$36K Buy
1,665
+164
+11% +$3.49K ﹤0.01% 3760
2025
Q2 		$32K Sell
1,501
-228
-13% -$4.71K ﹤0.01% 3608
2025
Q1 		$35K Buy
1,729
+529
+44% +$10.6K ﹤0.01% 3257
2024
Q4 		$23K Sell
1,200
-4,606
-79% -$92.8K ﹤0.01% 3339
2024
Q3 		$123K Sell
5,806
-2,985
-34% -$61.4K ﹤0.01% 2063
2024
Q2 		$175K Sell
8,791
-4,616
-34% -$92.9K ﹤0.01% 1651
2024
Q1 		$275K Buy
13,407
+5,375
+67% +$112K ﹤0.01% 1373
2023
Q4 		$171K Buy
8,032
+6,597
+460% +$134K ﹤0.01% 1484
2023
Q3 		$28K Buy
1,435
+185
+15% +$3.84K ﹤0.01% 2450
2023
Q2 		$26K Buy
1,250
+1,176
+1,589% +$24.8K ﹤0.01% 2448
2023
Q1 		$2K Sell
74
-792
-91% -$16.7K ﹤0.01% 3637
2022
Q4 		$18K Buy
+866
New +$17K ﹤0.01% 2441
2022
Q3 		– Sell
-243
Closed -$5K – 3970
2022
Q2 		$5K Buy
243
+124
+104% +$2.64K ﹤0.01% 2955
2022
Q1 		$3K Sell
119
-60
-34% -$1.42K ﹤0.01% 3020
2021
Q4 		$4K Buy
+179
New +$4.42K ﹤0.01% 2812
2021
Q2 		$3K Hold
106
– – ﹤0.01% 2511
2021
Q1 		$3K Hold
106
– – ﹤0.01% 2511
2020
Q4 		$3K Hold
106
– – ﹤0.01% 2511
2020
Q3 		$3K Hold
106
– – ﹤0.01% 2511
2020
Q2 		$3K Hold
106
– – ﹤0.01% 2510
2020
Q1 		$3K Hold
106
– – ﹤0.01% 2509
2019
Q4 		$3K Hold
106
– – ﹤0.01% 2509
2019
Q3 		$3K Hold
106
– – ﹤0.01% 2509
2019
Q2 		$3K Hold
106
– – ﹤0.01% 2509
2019
Q1 		$3K Buy
106
+30
+39% +$815 ﹤0.01% 2509
2018
Q4 		$2K Sell
76
-97
-56% -$2.54K ﹤0.01% 1737
2018
Q3 		$5K Sell
173
-1,074
-86% -$28.5K ﹤0.01% 1338
2018
Q2 		$34K Sell
1,247
-81,076
-98% -$2.31M ﹤0.01% 712
2018
Q1 		$2.5M Buy
82,323
+9,728
+13% +$294K 0.1% 155
2017
Q4 		$2.15M Buy
72,595
+5,887
+9% +$173K 0.1% 157
2017
Q3 		$1.99M Buy
66,708
+65,913
+8,291% +$1.96M 0.09% 157
2017
Q2 		$23K Sell
795
-1,365
-63% -$39.1K ﹤0.01% 614
2017
Q1 		$61K Sell
2,160
-5,907
-73% -$162K ﹤0.01% 421
2016
Q4 		$214K Sell
8,067
-118,162
-94% -$3.2M 0.01% 266
2016
Q3 		$3.58M Sell
126,229
-189,898
-60% -$5.34M 0.25% 111
2016
Q2 		$8.8M Buy
316,127
+315,777
+90,222% +$8.55M 0.64% 53
2016
Q1 		$9K Hold
350
– – ﹤0.01% 538
2015
Q4 		$9K Buy
+350
New +$8.82K ﹤0.01% 476

Other funds holding EBND

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) stake by 28% in Q1 2026, buying an estimated $27.6K and bringing the position to 5,916 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Carson Wealth (CWM LLC) first reported a position in EBND in Q4 2015 and has held it in 40 quarters since. The position peaked at $8.8M in Q2 2016. 235 funds tracked by Wall St. Rank hold EBND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,916 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $122K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,293 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2026, an estimated $27.6K.
  • State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3097 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2015 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $8.8M in Q2 2016.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2026.

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