Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$814M Buy
17,616,671
+422,500
+2% +$19.7M 2.14% 3
2025
Q4 		$800M Buy
17,194,171
+85,428
+0.5% +$3.99M 2.17% 3
2025
Q3 		$799M Sell
17,108,743
-266,369
-2% -$12.3M 2.4% 2
2025
Q2 		$803M Sell
17,375,112
-697,731
-4% -$31.8M 2.83% 1
2025
Q1 		$833M Sell
18,072,843
-808,857
-4% -$36.9M 3.32% 2
2024
Q4 		$853M Sell
18,881,700
-2,443,721
-11% -$112M 3.54% 2
2024
Q3 		$1B Buy
21,325,421
+3,483,112
+20% +$162M 4.32% 2
2024
Q2 		$807M Sell
17,842,309
-2,161,777
-11% -$97.2M 3.8% 2
2024
Q1 		$912M Buy
20,004,086
+3,632,500
+22% +$165M 4.43% 2
2023
Q4 		$754M Sell
16,371,586
-4,115,757
-20% -$182M 4.05% 2
2023
Q3 		$896M Sell
20,487,343
-687,428
-3% -$30.7M 5.49% 2
2023
Q2 		$963M Buy
21,174,771
+669,847
+3% +$30.7M 5.95% 2
2023
Q1 		$946M Buy
20,504,924
+3,098,930
+18% +$142M 6.39% 2
2022
Q4 		$782M Buy
17,405,994
+2,645,763
+18% +$118M 5.76% 2
2022
Q3 		$657M Buy
14,760,231
+350,610
+2% +$16.4M 5.22% 3
2022
Q2 		$675M Buy
14,409,621
+36,840
+0.3% +$1.75M 5.23% 3
2022
Q1 		$713M Buy
14,372,781
+3,804,968
+36% +$194M 5.06% 3
2021
Q4 		$559M Buy
+10,567,813
New +$560M 3.94% 4
2021
Q2 		$495M Hold
9,262,824
– – 3.95% 4
2021
Q1 		$495M Hold
9,262,824
– – 3.95% 4
2020
Q4 		$495M Hold
9,262,824
– – 3.95% 4
2020
Q3 		$495M Hold
9,262,824
– – 3.95% 4
2020
Q2 		$495M Hold
9,262,824
– – 3.95% 4
2020
Q1 		$495M Hold
9,262,824
– – 3.95% 4
2019
Q4 		$495M Hold
9,262,824
– – 3.95% 4
2019
Q3 		$495M Hold
9,262,824
– – 3.95% 4
2019
Q2 		$495M Hold
9,262,824
– – 3.95% 4
2019
Q1 		$495M Buy
9,262,824
+9,148,214
+7,982% +$455M 3.95% 4
2018
Q4 		$5.64M Buy
114,610
+35,595
+45% +$1.73M 0.14% 140
2018
Q3 		$3.88M Buy
79,015
+12,087
+18% +$596K 0.1% 186
2018
Q2 		$3.3M Buy
66,928
+3,528
+6% +$174K 0.11% 158
2018
Q1 		$3.17M Buy
63,400
+13,173
+26% +$659K 0.13% 136
2017
Q4 		$2.56M Buy
50,227
+5,924
+13% +$302K 0.11% 147
2017
Q3 		$2.26M Buy
44,303
+11,468
+35% +$586K 0.11% 139
2017
Q2 		$1.67M Buy
32,835
+16,019
+95% +$815K 0.09% 167
2017
Q1 		$850K Buy
16,816
+15,483
+1,162% +$778K 0.05% 196
2016
Q4 		$67K Buy
+1,333
New +$67.8K ﹤0.01% 401

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.5% in Q1 2026, buying an estimated $19.7M and bringing the position to 17,616,671 shares worth $814M. The position accounts for 2.14% of the portfolio, ranked #3.

Carson Wealth (CWM LLC) first reported a position in IUSB in Q4 2016 and has held it in 37 quarters since. The position peaked at $1B in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,616,671 shares of iShares Core Universal USD Bond ETF worth $814M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 422,500 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $19.7M.
  • iShares Core Universal USD Bond ETF made up 2.14% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core Universal USD Bond ETF in Q4 2016 and has held it in 37 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core Universal USD Bond ETF position peaked at $1B in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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