Carson Wealth (CWM LLC)
QLTA icon

Carson Wealth (CWM LLC)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62K Buy
34
+11
+48% +$529 ﹤0.01% 5322
2025
Q4 		$1K Buy
+23
New +$1.11K ﹤0.01% 5268
2025
Q2 		– Sell
-19
Closed -$1K – 5266
2025
Q1 		$1K Hold
19
– – ﹤0.01% 4972
2024
Q4 		$1K Hold
19
– – ﹤0.01% 4779
2024
Q3 		$1K Hold
19
– – ﹤0.01% 4680
2024
Q2 		$1K Hold
19
– – ﹤0.01% 4462
2024
Q1 		$1K Hold
19
– – ﹤0.01% 4197
2023
Q4 		$1K Hold
19
– – ﹤0.01% 4022
2023
Q3 		$1K Hold
19
– – ﹤0.01% 4055
2023
Q2 		$1K Hold
19
– – ﹤0.01% 4040
2023
Q1 		$1K Hold
19
– – ﹤0.01% 3901
2022
Q4 		$1K Hold
19
– – ﹤0.01% 3818
2022
Q3 		$1K Hold
19
– – ﹤0.01% 3730
2022
Q2 		$1K Hold
19
– – ﹤0.01% 3610
2022
Q1 		$1K Hold
19
– – ﹤0.01% 3395
2021
Q4 		$1K Buy
+19
New +$1.07K ﹤0.01% 3362
2021
Q2 		$1K Hold
19
– – ﹤0.01% 2838
2021
Q1 		$1K Hold
19
– – ﹤0.01% 2838
2020
Q4 		$1K Hold
19
– – ﹤0.01% 2838
2020
Q3 		$1K Hold
19
– – ﹤0.01% 2836
2020
Q2 		$1K Hold
19
– – ﹤0.01% 2836
2020
Q1 		$1K Hold
19
– – ﹤0.01% 2835
2019
Q4 		$1K Hold
19
– – ﹤0.01% 2835
2019
Q3 		$1K Hold
19
– – ﹤0.01% 2835
2019
Q2 		$1K Hold
19
– – ﹤0.01% 2835
2019
Q1 		$1K Buy
+19
New +$970 ﹤0.01% 2834

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 48% in Q1 2026, buying an estimated $529 and bringing the position to 34 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #5322.

Carson Wealth (CWM LLC) first reported a position in QLTA in Q1 2019 and has held it in 26 quarters since. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.62K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $529.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5322 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

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