Carson Wealth (CWM LLC)’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTBD Stock Details FTBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12K	Buy	+244	New	+$12.1K	﹤0.01%	4703

Other funds holding FTBD

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIS

BG Investment Services Hagatna, Guam $120M AUM 17.44% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Fidelity Tactical Bond ETF (FTBD) in Q1 2026: 244 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #4703 among its holdings.

22 funds tracked by Wall St. Rank hold FTBD as of Q1 2026.

Carson Wealth (CWM LLC) held 244 shares of Fidelity Tactical Bond ETF worth $12K as of Q1 2026.
Fidelity Tactical Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Fidelity Tactical Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4703 holding.
22 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q1 2026.

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