Carson Wealth (CWM LLC)
FLCB icon

Carson Wealth (CWM LLC)’s Franklin US Core Bond ETF FLCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLCB Stock Details FLCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.29M Buy
106,371
+80,992
+319% +$1.75M 0.01% 1146
2025
Q4 		$549K Buy
25,379
+23,095
+1,011% +$502K ﹤0.01% 1862
2025
Q3 		$50K Buy
+2,284
New +$49.1K ﹤0.01% 3533

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Franklin US Core Bond ETF (FLCB) stake by 319% in Q1 2026, buying an estimated $1.75M and bringing the position to 106,371 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #1146.

Carson Wealth (CWM LLC) first reported a position in FLCB in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold FLCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 106,371 shares of Franklin US Core Bond ETF worth $2.29M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 80,992 Franklin US Core Bond ETF shares in Q1 2026, an estimated $1.75M.
  • Franklin US Core Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1146 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin US Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2026.

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