Carson Wealth (CWM LLC)’s John Hancock Corporate Bond ETF JHCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JHCB Stock Details JHCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$126K	Sell	5,951 -47	-0.8%	-$1.01K	﹤0.01%	3076
2025 Q4	$129K	Buy	5,998 +14	+0.2%	+$304	﹤0.01%	2882
2025 Q3	$130K	Sell	5,984 -262	-4%	-$5.64K	﹤0.01%	2773
2025 Q2	$134K	Sell	6,246 -32	-0.5%	-$673	﹤0.01%	2477
2025 Q1	$133K	Sell	6,278 -106	-2%	-$2.24K	﹤0.01%	2187
2024 Q4	$134K	Buy	+6,384	New	+$137K	﹤0.01%	2079

Other funds holding JHCB

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its John Hancock Corporate Bond ETF (JHCB) stake by 0.78% in Q1 2026, selling an estimated $1.01K and leaving 5,951 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

Carson Wealth (CWM LLC) first reported a position in JHCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $134K in Q2 2025. 24 funds tracked by Wall St. Rank hold JHCB as of Q1 2026.

Carson Wealth (CWM LLC) held 5,951 shares of John Hancock Corporate Bond ETF worth $126K as of Q1 2026.
Carson Wealth (CWM LLC) sold 47 John Hancock Corporate Bond ETF shares in Q1 2026, an estimated $1.01K.
John Hancock Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3076 holding.
Carson Wealth (CWM LLC) first reported a position in John Hancock Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s John Hancock Corporate Bond ETF position peaked at $134K in Q2 2025.
24 funds tracked by Wall St. Rank held John Hancock Corporate Bond ETF as of Q1 2026.

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