Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares GNMA Bond ETF GNMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GNMA Stock Details GNMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.9K Sell
133
-330
-71% -$14.7K ﹤0.01% 4968
2025
Q4 		$21K Buy
463
+285
+160% +$12.7K ﹤0.01% 4142
2025
Q3 		$8K Hold
178
– – ﹤0.01% 4566
2025
Q2 		$8K Hold
178
– – ﹤0.01% 4395
2025
Q1 		$8K Hold
178
– – ﹤0.01% 4214
2024
Q4 		$8K Sell
178
-19
-10% -$829 ﹤0.01% 3989
2024
Q3 		$9K Sell
197
-793
-80% -$35.1K ﹤0.01% 3826
2024
Q2 		$43K Buy
990
+793
+403% +$33.9K ﹤0.01% 2581
2024
Q1 		$9K Buy
+197
New +$8.56K ﹤0.01% 3393

Other funds holding GNMA

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares GNMA Bond ETF (GNMA) stake by 71% in Q1 2026, selling an estimated $14.7K and leaving 133 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4968.

Carson Wealth (CWM LLC) first reported a position in GNMA in Q1 2024 and has held it in 9 quarters since. The position peaked at $43K in Q2 2024. 117 funds tracked by Wall St. Rank hold GNMA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 133 shares of iShares GNMA Bond ETF worth $5.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 330 iShares GNMA Bond ETF shares in Q1 2026, an estimated $14.7K.
  • iShares GNMA Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4968 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares GNMA Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s iShares GNMA Bond ETF position peaked at $43K in Q2 2024.
  • 117 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2026.

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