Carson Wealth (CWM LLC)
SLQD icon

Carson Wealth (CWM LLC)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-111
Closed -$6K – 5517
2025
Q2 		$6K Hold
111
– – ﹤0.01% 4565
2025
Q1 		$6K Buy
111
+103
+1,288% +$5.15K ﹤0.01% 4404
2024
Q4 		$0 Sell
8
-48
-86% -$2.4K ﹤0.01% 5138
2024
Q3 		$3K Hold
56
– – ﹤0.01% 4318
2024
Q2 		$3K Hold
56
– – ﹤0.01% 4125
2024
Q1 		$3K Buy
56
+35
+167% +$1.72K ﹤0.01% 3890
2023
Q4 		$1K Buy
21
+1
+5% +$48 ﹤0.01% 4039
2023
Q3 		$1K Hold
20
– – ﹤0.01% 4076
2023
Q2 		$1K Hold
20
– – ﹤0.01% 4066
2023
Q1 		$1K Hold
20
– – ﹤0.01% 3924
2022
Q4 		$1K Buy
+20
New +$952 ﹤0.01% 3845
2022
Q1 		– Sell
-102
Closed -$5K – 3842
2021
Q4 		$5K Buy
+102
New +$5.23K ﹤0.01% 2763
2019
Q1 		– Sell
-328
Closed -$16K – 3244
2018
Q4 		$16K Hold
328
– – ﹤0.01% 1204
2018
Q3 		$16K Buy
+328
New +$16.3K ﹤0.01% 1017

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SLQD Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 111 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in SLQD in Q3 2018 and held it in 14 quarters. The position peaked at $16K in Q4 2018. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 111 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $16K in Q4 2018.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.