Carson Wealth (CWM LLC)’s Nuveen Core Plus Bond ETF NCPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.45M	Buy	97,827 +23,475	+32%	+$593K	0.01%	1117
2025 Q4	$1.88M	Buy	74,352 +8,692	+13%	+$220K	0.01%	1177
2025 Q3	$1.67M	Buy	65,660 +7,416	+13%	+$186K	0.01%	1167
2025 Q2	$1.46M	Buy	58,244 +58,093	+38,472%	+$1.44M	0.01%	1075
2025 Q1	$4K	Sell	151 -20	-12%	-$498	﹤0.01%	4581
2024 Q4	$4K	Buy	171 +3	+2%	+$76	﹤0.01%	4365
2024 Q3	$4K	Buy	+168	New	+$4.29K	﹤0.01%	4225

Other funds holding NCPB

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GFA

Godfrey Financial Associates Glenmont, New York $117M AUM

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

Carson Wealth (CWM LLC) increased its Nuveen Core Plus Bond ETF (NCPB) stake by 32% in Q1 2026, buying an estimated $593K and bringing the position to 97,827 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #1117.

Carson Wealth (CWM LLC) first reported a position in NCPB in Q3 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold NCPB as of Q1 2026.

Carson Wealth (CWM LLC) held 97,827 shares of Nuveen Core Plus Bond ETF worth $2.45M as of Q1 2026.
Carson Wealth (CWM LLC) bought 23,475 Nuveen Core Plus Bond ETF shares in Q1 2026, an estimated $593K.
Nuveen Core Plus Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1117 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held Nuveen Core Plus Bond ETF as of Q1 2026.

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