Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.7M Buy
791,337
+1,211
+0.2% +$55.2K 0.09% 205
2025
Q4 		$36.1M Buy
790,126
+3,148
+0.4% +$145K 0.1% 187
2025
Q3 		$36.2M Buy
786,978
+3,200
+0.4% +$146K 0.11% 163
2025
Q2 		$35.6M Sell
783,778
-9,914
-1% -$442K 0.13% 146
2025
Q1 		$35.7M Sell
793,692
-32,916
-4% -$1.47M 0.14% 138
2024
Q4 		$36.7M Sell
826,608
-160,182
-16% -$7.24M 0.15% 124
2024
Q3 		$45.9M Sell
986,790
-24,205
-2% -$1.1M 0.2% 101
2024
Q2 		$44.8M Buy
1,010,995
+21,057
+2% +$929K 0.21% 99
2024
Q1 		$44.4M Sell
989,938
-94,808
-9% -$4.24M 0.22% 89
2023
Q4 		$49.1M Sell
1,084,746
-212,021
-16% -$9.12M 0.26% 77
2023
Q3 		$55M Sell
1,296,767
-104,882
-7% -$4.55M 0.34% 57
2023
Q2 		$61.9M Sell
1,401,649
-189,676
-12% -$8.4M 0.38% 48
2023
Q1 		$71.1M Sell
1,591,325
-16,311
-1% -$723K 0.48% 41
2022
Q4 		$69.6M Sell
1,607,636
-133,310
-8% -$5.73M 0.51% 39
2022
Q3 		$73.6M Buy
1,740,946
+16,862
+1% +$754K 0.58% 31
2022
Q2 		$76.9M Sell
1,724,084
-122,233
-7% -$5.6M 0.6% 29
2022
Q1 		$89.6M Buy
1,846,317
+48,873
+3% +$2.44M 0.64% 30
2021
Q4 		$94.7M Buy
+1,797,444
New +$95.8M 0.67% 29
2021
Q2 		$96M Hold
1,772,264
– – 0.77% 24
2021
Q1 		$96M Hold
1,772,264
– – 0.77% 24
2020
Q4 		$96M Hold
1,772,264
– – 0.77% 24
2020
Q3 		$96M Hold
1,772,264
– – 0.77% 24
2020
Q2 		$96M Hold
1,772,264
– – 0.77% 24
2020
Q1 		$96M Hold
1,772,264
– – 0.77% 24
2019
Q4 		$96M Hold
1,772,264
– – 0.77% 24
2019
Q3 		$96M Hold
1,772,264
– – 0.77% 24
2019
Q2 		$96M Hold
1,772,264
– – 0.77% 24
2019
Q1 		$96M Buy
1,772,264
+752,985
+74% +$36.4M 0.77% 24
2018
Q4 		$48.3M Buy
1,019,279
+315,652
+45% +$14.9M 1.21% 13
2018
Q3 		$33.8M Buy
+703,627
New +$33.9M 0.86% 19

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.15% in Q1 2026, buying an estimated $55.2K and bringing the position to 791,337 shares worth $35.7M. The position accounts for 0.09% of the portfolio, ranked #205.

Carson Wealth (CWM LLC) first reported a position in IGEB in Q3 2018 and has held it in 30 quarters since. The position peaked at $96M in Q2 2021. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 791,337 shares of iShares Investment Grade Systematic Bond ETF worth $35.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,211 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $55.2K.
  • iShares Investment Grade Systematic Bond ETF made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #205 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Investment Grade Systematic Bond ETF position peaked at $96M in Q2 2021.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

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