Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124K Sell
2,855
-62
-2% -$2.72K ﹤0.01% 3087
2025
Q4 		$128K Buy
2,917
+62
+2% +$2.73K ﹤0.01% 2885
2025
Q3 		$125K Hold
2,855
– – ﹤0.01% 2803
2025
Q2 		$124K Hold
2,855
– – ﹤0.01% 2537
2025
Q1 		$124K Buy
2,855
+2,715
+1,939% +$116K ﹤0.01% 2243
2024
Q4 		$6K Sell
140
-216
-61% -$9.32K ﹤0.01% 4105
2024
Q3 		$16K Hold
356
– – ﹤0.01% 3499
2024
Q2 		$15K Sell
356
-469
-57% -$19.8K ﹤0.01% 3296
2024
Q1 		$35K Sell
825
-9,836
-92% -$420K ﹤0.01% 2537
2023
Q4 		$461K Buy
10,661
+4,687
+78% +$194K ﹤0.01% 1093
2023
Q3 		$244K Buy
5,974
+46
+0.8% +$1.93K ﹤0.01% 1228
2023
Q2 		$252K Sell
5,928
-2,092
-26% -$89.7K ﹤0.01% 1173
2023
Q1 		$347K Buy
8,020
+6,884
+606% +$295K ﹤0.01% 1011
2022
Q4 		$48K Sell
1,136
-6,412
-85% -$269K ﹤0.01% 1760
2022
Q3 		$316K Buy
7,548
+251
+3% +$11K ﹤0.01% 896
2022
Q2 		$321K Buy
7,297
+950
+15% +$42.3K ﹤0.01% 870
2022
Q1 		$295K Buy
6,347
+15
+0.2% +$714 ﹤0.01% 887
2021
Q4 		$313K Buy
+6,332
New +$313K ﹤0.01% 855
2021
Q2 		$313K Hold
6,291
– – ﹤0.01% 776
2021
Q1 		$313K Hold
6,291
– – ﹤0.01% 776
2020
Q4 		$313K Hold
6,291
– – ﹤0.01% 776
2020
Q3 		$313K Hold
6,291
– – ﹤0.01% 776
2020
Q2 		$313K Buy
+6,291
New +$315K ﹤0.01% 776

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 2.1% in Q1 2026, selling an estimated $2.72K and leaving 2,855 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Carson Wealth (CWM LLC) first reported a position in EUSB in Q2 2020 and has held it in 23 quarters since. The position peaked at $461K in Q4 2023. 162 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,855 shares of iShares ESG Advanced Universal USD Bond ETF worth $124K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 62 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $2.72K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3087 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s iShares ESG Advanced Universal USD Bond ETF position peaked at $461K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

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