Carson Wealth (CWM LLC)
SGOV icon

Carson Wealth (CWM LLC)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78M Buy
774,491
+432,092
+126% +$43.4M 0.2% 100
2025
Q4 		$34.4M Sell
342,399
-54,272
-14% -$5.45M 0.09% 198
2025
Q3 		$39.9M Buy
396,671
+291,960
+279% +$29.4M 0.12% 150
2025
Q2 		$10.5M Sell
104,711
-19,301
-16% -$1.94M 0.04% 382
2025
Q1 		$12.5M Buy
124,012
+16,187
+15% +$1.63M 0.05% 304
2024
Q4 		$10.8M Sell
107,825
-74,650
-41% -$7.5M 0.04% 303
2024
Q3 		$18.4M Sell
182,475
-58,402
-24% -$5.87M 0.08% 219
2024
Q2 		$24.3M Buy
240,877
+20,567
+9% +$2.07M 0.11% 168
2024
Q1 		$22.2M Sell
220,310
-21,214
-9% -$2.13M 0.11% 183
2023
Q4 		$24.2M Sell
241,524
-101,540
-30% -$10.2M 0.13% 154
2023
Q3 		$34.5M Buy
343,064
+295,947
+628% +$29.7M 0.21% 90
2023
Q2 		$4.74M Buy
47,117
+23,957
+103% +$2.41M 0.03% 349
2023
Q1 		$2.33M Buy
23,160
+17,455
+306% +$1.75M 0.02% 455
2022
Q4 		$571K Buy
5,705
+1,391
+32% +$139K ﹤0.01% 765
2022
Q3 		$433K Buy
4,314
+4,257
+7,468% +$426K ﹤0.01% 792
2022
Q2 		$6K Buy
+57
New +$5.7K ﹤0.01% 2919

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 126% in Q1 2026, buying an estimated $43.4M and bringing the position to 774,491 shares worth $78M. The position accounts for 0.2% of the portfolio, ranked #100.

Carson Wealth (CWM LLC) first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 774,491 shares of iShares 0-3 Month Treasury Bond ETF worth $78M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 432,092 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $43.4M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.2% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #100 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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