Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.98M Sell
137,255
-74,312
-35% -$3.79M 0.02% 682
2025
Q4 		$10.8M Sell
211,567
-108,145
-34% -$5.54M 0.03% 501
2025
Q3 		$16.4M Sell
319,712
-41,484
-11% -$2.12M 0.05% 328
2025
Q2 		$18.5M Buy
361,196
+9,161
+3% +$465K 0.07% 253
2025
Q1 		$17.9M Sell
352,035
-8,397
-2% -$425K 0.07% 241
2024
Q4 		$18.2M Sell
360,432
-52,251
-13% -$2.65M 0.08% 219
2024
Q3 		$21.1M Sell
412,683
-15,013
-4% -$763K 0.09% 199
2024
Q2 		$21.5M Sell
427,696
-125,580
-23% -$6.3M 0.1% 192
2024
Q1 		$27.9M Buy
553,276
+34,533
+7% +$1.74M 0.14% 151
2023
Q4 		$26.2M Buy
518,743
+412,691
+389% +$20.7M 0.14% 147
2023
Q3 		$5.29M Buy
106,052
+58,272
+122% +$2.9M 0.03% 355
2023
Q2 		$2.38M Sell
47,780
-3,592
-7% -$178K 0.01% 482
2023
Q1 		$2.55M Buy
51,372
+9,928
+24% +$492K 0.02% 440
2022
Q4 		$2.04M Sell
41,444
-18,107
-30% -$890K 0.02% 441
2022
Q3 		$2.93M Buy
59,551
+11,758
+25% +$579K 0.02% 362
2022
Q2 		$2.35M Buy
47,793
+42,912
+879% +$2.12M 0.02% 389
2022
Q1 		$242K Sell
4,881
-832
-15% -$41.4K ﹤0.01% 960
2021
Q4 		$285K Buy
+5,713
New +$286K ﹤0.01% 897
2021
Q2 		$353K Hold
7,034
– – ﹤0.01% 743
2021
Q1 		$353K Hold
7,034
– – ﹤0.01% 743
2020
Q4 		$353K Hold
7,034
– – ﹤0.01% 743
2020
Q3 		$353K Hold
7,034
– – ﹤0.01% 743
2020
Q2 		$353K Hold
7,034
– – ﹤0.01% 743
2020
Q1 		$353K Hold
7,034
– – ﹤0.01% 743
2019
Q4 		$353K Hold
7,034
– – ﹤0.01% 743
2019
Q3 		$353K Hold
7,034
– – ﹤0.01% 743
2019
Q2 		$353K Hold
7,034
– – ﹤0.01% 743
2019
Q1 		$353K Sell
7,034
-3,044,906
-100% -$152M ﹤0.01% 743
2018
Q4 		$152M Buy
3,051,940
+869,237
+40% +$43.5M 3.8% 2
2018
Q3 		$110M Buy
2,182,703
+1,314,246
+151% +$65.9M 2.8% 5
2018
Q2 		$43.6M Buy
868,457
+221,844
+34% +$11.1M 1.43% 10
2018
Q1 		$32.4M Buy
646,613
+277,705
+75% +$13.9M 1.29% 12
2017
Q4 		$18.5M Buy
368,908
+98,721
+37% +$4.96M 0.82% 36
2017
Q3 		$13.6M Buy
270,187
+49,405
+22% +$2.48M 0.64% 41
2017
Q2 		$11.1M Buy
220,782
+26,024
+13% +$1.31M 0.57% 48
2017
Q1 		$9.79M Buy
194,758
+28,257
+17% +$1.42M 0.55% 44
2016
Q4 		$8.36M Sell
166,501
-23,999
-13% -$1.2M 0.51% 52
2016
Q3 		$9.56M Buy
190,500
+29,117
+18% +$1.46M 0.66% 49
2016
Q2 		$8.1M Buy
161,383
+95,786
+146% +$4.8M 0.59% 58
2016
Q1 		$3.28M Buy
65,597
+61,087
+1,354% +$3.05M 0.29% 110
2015
Q4 		$226K Buy
4,510
+3,335
+284% +$167K 0.02% 216
2015
Q3 		$59K Buy
+1,175
New +$58.8K 0.01% 273

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 35% in Q1 2026, selling an estimated $3.79M and leaving 137,255 shares worth $6.98M. The position accounts for 0.02% of the portfolio, ranked #682.

Carson Wealth (CWM LLC) first reported a position in NEAR in Q3 2015 and has held it in 42 quarters since. The position peaked at $152M in Q4 2018. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 137,255 shares of iShares Short Maturity Bond ETF worth $6.98M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 74,312 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.79M.
  • iShares Short Maturity Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #682 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Short Maturity Bond ETF in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Short Maturity Bond ETF position peaked at $152M in Q4 2018.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

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