Carson Wealth (CWM LLC)
STIP icon

Carson Wealth (CWM LLC)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Sell
24,250
-2,259
-9% -$233K 0.01% 1106
2025
Q4 		$2.71M Sell
26,509
-27,260
-51% -$2.81M 0.01% 1025
2025
Q3 		$5.56M Sell
53,769
-49
-0.1% -$5.05K 0.02% 667
2025
Q2 		$5.54M Buy
53,818
+39,395
+273% +$4.04M 0.02% 553
2025
Q1 		$1.49M Sell
14,423
-10,522
-42% -$1.07M 0.01% 941
2024
Q4 		$2.51M Buy
24,945
+6,933
+38% +$699K 0.01% 700
2024
Q3 		$1.82M Sell
18,012
-3,218
-15% -$322K 0.01% 745
2024
Q2 		$2.11M Sell
21,230
-3,880
-15% -$385K 0.01% 634
2024
Q1 		$2.5M Sell
25,110
-18,113
-42% -$1.79M 0.01% 565
2023
Q4 		$4.26M Sell
43,223
-15,827
-27% -$1.54M 0.02% 425
2023
Q3 		$5.72M Buy
59,050
+37,594
+175% +$3.65M 0.04% 341
2023
Q2 		$2.09M Buy
21,456
+6,497
+43% +$639K 0.01% 507
2023
Q1 		$1.48M Sell
14,959
-46,061
-75% -$4.5M 0.01% 544
2022
Q4 		$5.92M Sell
61,020
-14,641
-19% -$1.42M 0.04% 275
2022
Q3 		$7.27M Buy
75,661
+55,877
+282% +$5.6M 0.06% 231
2022
Q2 		$2.01M Sell
19,784
-13,951
-41% -$1.44M 0.02% 410
2022
Q1 		$3.54M Buy
33,735
+1,645
+5% +$173K 0.03% 338
2021
Q4 		$3.4M Buy
+32,090
New +$3.4M 0.02% 343
2021
Q2 		$1.46M Hold
13,702
– – 0.01% 502
2021
Q1 		$1.46M Hold
13,702
– – 0.01% 502
2020
Q4 		$1.46M Hold
13,702
– – 0.01% 502
2020
Q3 		$1.46M Hold
13,702
– – 0.01% 502
2020
Q2 		$1.46M Hold
13,702
– – 0.01% 502
2020
Q1 		$1.46M Hold
13,702
– – 0.01% 502
2019
Q4 		$1.46M Hold
13,702
– – 0.01% 502
2019
Q3 		$1.46M Hold
13,702
– – 0.01% 502
2019
Q2 		$1.46M Hold
13,702
– – 0.01% 502
2019
Q1 		$1.46M Sell
13,702
-128,364
-90% -$12.7M 0.01% 502
2018
Q4 		$13.9M Buy
142,066
+130,665
+1,146% +$12.8M 0.35% 71
2018
Q3 		$1.13M Buy
+11,401
New +$1.13M 0.03% 310

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.5% in Q1 2026, selling an estimated $233K and leaving 24,250 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #1106.

Carson Wealth (CWM LLC) first reported a position in STIP in Q3 2018 and has held it in 30 quarters since. The position peaked at $13.9M in Q4 2018. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,250 shares of iShares 0-5 Year TIPS Bond ETF worth $2.51M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,259 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $233K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1106 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares 0-5 Year TIPS Bond ETF position peaked at $13.9M in Q4 2018.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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