Carson Wealth (CWM LLC)’s VanEck Green Bond ETF GRNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$647	Buy	+27	New	+$655	﹤0.01%	5450
2023 Q4	–	Sell	-100	Closed	-$2K	–	4284
2023 Q3	$2K	Hold	100	–	–	﹤0.01%	3803
2023 Q2	$2K	Hold	100	–	–	﹤0.01%	3800
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	3654
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	3553
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	3465
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	3341
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	3175
2021 Q4	$3K	Buy	+100	New	+$2.68K	﹤0.01%	2975
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	2522
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	2522
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2522
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	2522
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	2521
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	2520
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	2519
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	2519
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	2519
2019 Q1	$3K	Sell	100 -200	-67%	-$5.14K	﹤0.01%	2519
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	1409
2018 Q3	$8K	Buy	+300	New	+$7.78K	﹤0.01%	1222

Other funds holding GRNB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in VanEck Green Bond ETF (GRNB) in Q1 2026: 27 shares worth $647. The stake represents ﹤0.01% of the portfolio and ranks #5450 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in GRNB as recently as Q3 2023.

Carson Wealth (CWM LLC) first reported a position in GRNB in Q3 2018 and has held it in 21 quarters since. The position peaked at $8K in Q4 2018. 86 funds tracked by Wall St. Rank hold GRNB as of Q1 2026.

Carson Wealth (CWM LLC) held 27 shares of VanEck Green Bond ETF worth $647 as of Q1 2026.
VanEck Green Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
VanEck Green Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5450 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Green Bond ETF in Q3 2018 and has held it in 21 quarters since.
Carson Wealth (CWM LLC)'s VanEck Green Bond ETF position peaked at $8K in Q4 2018.
86 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q1 2026.

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