Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Hold
1,450
– – ﹤0.01% 2942
2025
Q4 		$156K Hold
1,450
– – ﹤0.01% 2756
2025
Q3 		$156K Sell
1,450
-513
-26% -$54.8K ﹤0.01% 2635
2025
Q2 		$210K Buy
1,963
+383
+24% +$40.5K ﹤0.01% 2135
2025
Q1 		$168K Buy
1,580
+49
+3% +$5.14K ﹤0.01% 2044
2024
Q4 		$160K Buy
1,531
+1
+0.1% +$105 ﹤0.01% 1975
2024
Q3 		$164K Hold
1,530
– – ﹤0.01% 1867
2024
Q2 		$159K Sell
1,530
-560
-27% -$57.7K ﹤0.01% 1712
2024
Q1 		$217K Sell
2,090
-14
-0.7% -$1.46K ﹤0.01% 1476
2023
Q4 		$220K Sell
2,104
-82
-4% -$8.38K ﹤0.01% 1388
2023
Q3 		$222K Buy
2,186
+460
+27% +$47K ﹤0.01% 1268
2023
Q2 		$178K Sell
1,726
-297
-15% -$30.9K ﹤0.01% 1299
2023
Q1 		$211K Sell
2,023
-1,191
-37% -$123K ﹤0.01% 1181
2022
Q4 		$329K Sell
3,214
-116
-3% -$11.9K ﹤0.01% 927
2022
Q3 		$339K Buy
3,330
+736
+28% +$77.3K ﹤0.01% 865
2022
Q2 		$274K Buy
2,594
+1,268
+96% +$135K ﹤0.01% 922
2022
Q1 		$144K Sell
1,326
-243
-15% -$27K ﹤0.01% 1183
2021
Q4 		$178K Buy
+1,569
New +$179K ﹤0.01% 1078
2021
Q2 		$222K Hold
1,916
– – ﹤0.01% 871
2021
Q1 		$222K Hold
1,916
– – ﹤0.01% 871
2020
Q4 		$222K Hold
1,916
– – ﹤0.01% 871
2020
Q3 		$222K Hold
1,916
– – ﹤0.01% 871
2020
Q2 		$222K Hold
1,916
– – ﹤0.01% 871
2020
Q1 		$222K Hold
1,916
– – ﹤0.01% 871
2019
Q4 		$222K Hold
1,916
– – ﹤0.01% 871
2019
Q3 		$222K Hold
1,916
– – ﹤0.01% 871
2019
Q2 		$222K Hold
1,916
– – ﹤0.01% 871
2019
Q1 		$222K Buy
+1,916
New +$209K ﹤0.01% 871

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q1 2026 at 1,450 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2942.

Carson Wealth (CWM LLC) first reported a position in GVI in Q1 2019 and has held it in 28 quarters since. The position peaked at $339K in Q3 2022. 280 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,450 shares of iShares Intermediate Government/Credit Bond ETF worth $155K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q1 2026.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2942 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Intermediate Government/Credit Bond ETF position peaked at $339K in Q3 2022.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

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