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

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