Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8M Buy
280,976
+17,086
+6% +$903K 0.04% 422
2025
Q4 		$14M Buy
263,890
+80,541
+44% +$4.26M 0.04% 416
2025
Q3 		$9.72M Sell
183,349
-21,046
-10% -$1.11M 0.03% 476
2025
Q2 		$10.8M Buy
204,395
+11,769
+6% +$615K 0.04% 375
2025
Q1 		$10.1M Sell
192,626
-8,417
-4% -$438K 0.04% 348
2024
Q4 		$10.4M Buy
201,043
+23,292
+13% +$1.21M 0.04% 310
2024
Q3 		$9.36M Buy
177,751
+18,183
+11% +$946K 0.04% 322
2024
Q2 		$8.18M Buy
159,568
+36,667
+30% +$1.87M 0.04% 327
2024
Q1 		$6.3M Buy
122,901
+20,230
+20% +$1.04M 0.03% 376
2023
Q4 		$5.26M Buy
102,671
+30,505
+42% +$1.53M 0.03% 390
2023
Q3 		$3.6M Buy
72,166
+26,834
+59% +$1.34M 0.02% 429
2023
Q2 		$2.27M Buy
45,332
+29,671
+189% +$1.49M 0.01% 492
2023
Q1 		$792K Sell
15,661
-66,784
-81% -$3.35M 0.01% 724
2022
Q4 		$4.11M Buy
82,445
+69,432
+534% +$3.44M 0.03% 335
2022
Q3 		$641K Sell
13,013
-4,598
-26% -$232K 0.01% 681
2022
Q2 		$890K Sell
17,611
-3,796
-18% -$193K 0.01% 587
2022
Q1 		$1.11M Sell
21,407
-956,569
-98% -$50.4M 0.01% 540
2021
Q4 		$52.7M Buy
+977,976
New +$53M 0.37% 48
2021
Q2 		$257M Hold
4,689,151
– – 2.05% 8
2021
Q1 		$257M Hold
4,689,151
– – 2.05% 8
2020
Q4 		$257M Hold
4,689,151
– – 2.05% 8
2020
Q3 		$257M Hold
4,689,151
– – 2.05% 8
2020
Q2 		$257M Hold
4,689,151
– – 2.05% 8
2020
Q1 		$257M Hold
4,689,151
– – 2.05% 8
2019
Q4 		$257M Hold
4,689,151
– – 2.05% 8
2019
Q3 		$257M Hold
4,689,151
– – 2.05% 8
2019
Q2 		$257M Hold
4,689,151
– – 2.05% 8
2019
Q1 		$257M Buy
4,689,151
+4,681,487
+61,084% +$244M 2.05% 8
2018
Q4 		$396K Sell
7,664
-268
-3% -$13.8K 0.01% 485
2018
Q3 		$411K Sell
7,932
-6,512
-45% -$338K 0.01% 408
2018
Q2 		$749K Buy
14,444
+14,398
+31,300% +$746K 0.02% 296
2018
Q1 		$2K Hold
46
– – ﹤0.01% 1177
2017
Q4 		$2K Sell
46
-2,804
-98% -$147K ﹤0.01% 1274
2017
Q3 		$150K Buy
2,850
+68
+2% +$3.58K 0.01% 358
2017
Q2 		$146K Buy
2,782
+2,736
+5,948% +$144K 0.01% 342
2017
Q1 		$2K Sell
46
-202
-81% -$10.6K ﹤0.01% 988
2016
Q4 		$13K Buy
248
+84
+51% +$4.42K ﹤0.01% 683
2016
Q3 		$9K Buy
164
+40
+32% +$2.12K ﹤0.01% 720
2016
Q2 		$7K Sell
124
-8,602
-99% -$454K ﹤0.01% 590
2016
Q1 		$460K Buy
8,726
+8,292
+1,911% +$435K 0.04% 192
2015
Q4 		$23K Sell
434
-5,350
-92% -$281K ﹤0.01% 385
2015
Q3 		$304K Buy
+5,784
New +$304K 0.03% 190
2014
Q1 		– Sell
-2,592
Closed -$136K – 310
2013
Q4 		$136K Sell
2,592
-956
-27% -$50.4K 0.02% 179
2013
Q3 		$187K Buy
+3,548
New +$186K 0.05% 134

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.5% in Q1 2026, buying an estimated $903K and bringing the position to 280,976 shares worth $14.8M. The position accounts for 0.04% of the portfolio, ranked #422.

Carson Wealth (CWM LLC) first reported a position in IGSB in Q3 2013 and has held it in 44 quarters since. The position peaked at $257M in Q2 2021. 1,011 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 280,976 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,086 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $903K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #422 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $257M in Q2 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

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