Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Total Bond ETF FBND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$176M Buy
3,864,523
+595,649
+18% +$27.5M 0.46% 37
2025
Q4 		$150M Buy
3,268,874
+651,819
+25% +$30.2M 0.41% 50
2025
Q3 		$121M Buy
2,617,055
+458,305
+21% +$21M 0.36% 54
2025
Q2 		$98.8M Buy
2,158,750
+681,527
+46% +$30.9M 0.35% 60
2025
Q1 		$67.4M Buy
1,477,223
+60,287
+4% +$2.73M 0.27% 79
2024
Q4 		$63.6M Buy
1,416,936
+143,288
+11% +$6.55M 0.26% 78
2024
Q3 		$59.5M Buy
1,273,648
+272,917
+27% +$12.6M 0.26% 73
2024
Q2 		$45M Buy
1,000,731
+75,244
+8% +$3.37M 0.21% 98
2024
Q1 		$41.9M Buy
925,487
+242,029
+35% +$11M 0.2% 96
2023
Q4 		$31.5M Buy
683,458
+76,251
+13% +$3.36M 0.17% 119
2023
Q3 		$26.4M Buy
607,207
+150,815
+33% +$6.74M 0.16% 125
2023
Q2 		$20.7M Buy
456,392
+25,477
+6% +$1.17M 0.13% 151
2023
Q1 		$19.8M Sell
430,915
-20,487
-5% -$939K 0.13% 149
2022
Q4 		$20.3M Sell
451,402
-23,116
-5% -$1.04M 0.15% 141
2022
Q3 		$21.1M Sell
474,518
-34,236
-7% -$1.6M 0.17% 123
2022
Q2 		$23.7M Sell
508,754
-50,469
-9% -$2.4M 0.18% 107
2022
Q1 		$27.8M Sell
559,223
-5,439
-1% -$278K 0.2% 98
2021
Q4 		$29.9M Buy
+564,662
New +$30M 0.21% 95
2021
Q2 		$3K Hold
65
– – ﹤0.01% 2518
2021
Q1 		$3K Hold
65
– – ﹤0.01% 2518
2020
Q4 		$3K Hold
65
– – ﹤0.01% 2518
2020
Q3 		$3K Hold
65
– – ﹤0.01% 2518
2020
Q2 		$3K Hold
65
– – ﹤0.01% 2517
2020
Q1 		$3K Hold
65
– – ﹤0.01% 2516
2019
Q4 		$3K Hold
65
– – ﹤0.01% 2515
2019
Q3 		$3K Hold
65
– – ﹤0.01% 2515
2019
Q2 		$3K Hold
65
– – ﹤0.01% 2515
2019
Q1 		$3K Sell
65
-333
-84% -$16.4K ﹤0.01% 2515
2018
Q4 		$19K Hold
398
– – ﹤0.01% 1152
2018
Q3 		$19K Hold
398
– – ﹤0.01% 962
2018
Q2 		$19K Hold
398
– – ﹤0.01% 845
2018
Q1 		$20K Buy
+398
New +$19.7K ﹤0.01% 710

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Total Bond ETF (FBND) stake by 18% in Q1 2026, buying an estimated $27.5M and bringing the position to 3,864,523 shares worth $176M. The position accounts for 0.46% of the portfolio, ranked #37.

Carson Wealth (CWM LLC) first reported a position in FBND in Q1 2018 and has held it in 32 quarters since. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,864,523 shares of Fidelity Total Bond ETF worth $176M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 595,649 Fidelity Total Bond ETF shares in Q1 2026, an estimated $27.5M.
  • Fidelity Total Bond ETF made up 0.46% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #37 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Total Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • 755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

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