Carson Wealth (CWM LLC)
IBD icon

Carson Wealth (CWM LLC)’s Inspire Corporate Bond ETF IBD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$478K Sell
20,021
-375
-2% -$9.04K ﹤0.01% 2052
2025
Q4 		$494K Sell
20,396
-90
-0.4% -$2.18K ﹤0.01% 1928
2025
Q3 		$495K Buy
20,486
+7,254
+55% +$175K ﹤0.01% 1808
2025
Q2 		$318K Hold
13,232
– – ﹤0.01% 1823
2025
Q1 		$314K Hold
13,232
– – ﹤0.01% 1643
2024
Q4 		$310K Buy
13,232
+166
+1% +$3.94K ﹤0.01% 1573
2024
Q3 		$315K Hold
13,066
– – ﹤0.01% 1521
2024
Q2 		$305K Hold
13,066
– – ﹤0.01% 1389
2024
Q1 		$307K Hold
13,066
– – ﹤0.01% 1319
2023
Q4 		$308K Buy
13,066
+141
+1% +$3.22K ﹤0.01% 1236
2023
Q3 		$293K Buy
12,925
+7,850
+155% +$180K ﹤0.01% 1163
2023
Q2 		$117K Hold
5,075
– – ﹤0.01% 1497
2023
Q1 		$119K Hold
5,075
– – ﹤0.01% 1400
2022
Q4 		$117K Hold
5,075
– – ﹤0.01% 1310
2022
Q3 		$115K Buy
+5,075
New +$119K ﹤0.01% 1282

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Inspire Corporate Bond ETF (IBD) stake by 1.8% in Q1 2026, selling an estimated $9.04K and leaving 20,021 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Carson Wealth (CWM LLC) first reported a position in IBD in Q3 2022 and has held it in 15 quarters since. The position peaked at $495K in Q3 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,021 shares of Inspire Corporate Bond ETF worth $478K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 375 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $9.04K.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2052 holding.
  • Carson Wealth (CWM LLC) first reported a position in Inspire Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Inspire Corporate Bond ETF position peaked at $495K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

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