Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74M Sell
69,473
-14,074
-17% -$355K ﹤0.01% 1258
2025
Q4 		$2.11M Sell
83,547
-6,823
-8% -$172K 0.01% 1128
2025
Q3 		$2.29M Sell
90,370
-26,304
-23% -$662K 0.01% 1035
2025
Q2 		$2.94M Buy
116,674
+8,731
+8% +$218K 0.01% 795
2025
Q1 		$2.7M Sell
107,943
-115,432
-52% -$2.87M 0.01% 729
2024
Q4 		$5.52M Sell
223,375
-30,748
-12% -$764K 0.02% 454
2024
Q3 		$6.39M Buy
254,123
+111,823
+79% +$2.78M 0.03% 397
2024
Q2 		$3.48M Sell
142,300
-448
-0.3% -$10.9K 0.02% 500
2024
Q1 		$3.49M Sell
142,748
-181,108
-56% -$4.43M 0.02% 489
2023
Q4 		$7.93M Sell
323,856
-21,587
-6% -$517K 0.04% 309
2023
Q3 		$8.21M Sell
345,443
-224,199
-39% -$5.35M 0.05% 271
2023
Q2 		$13.6M Sell
569,642
-1,260
-0.2% -$30.3K 0.08% 196
2023
Q1 		$13.7M Sell
570,902
-159,349
-22% -$3.81M 0.09% 183
2022
Q4 		$17.4M Sell
730,251
-172,393
-19% -$4.07M 0.13% 150
2022
Q3 		$21.2M Sell
902,644
-69,729
-7% -$1.68M 0.17% 122
2022
Q2 		$23.4M Sell
972,373
-227,805
-19% -$5.53M 0.18% 109
2022
Q1 		$29.6M Sell
1,200,178
-616,572
-34% -$15.5M 0.21% 88
2021
Q4 		$46.6M Buy
+1,816,750
New +$46.8M 0.33% 55
2021
Q2 		$62.4M Hold
2,395,834
– – 0.5% 38
2021
Q1 		$62.4M Hold
2,395,834
– – 0.5% 38
2020
Q4 		$62.4M Hold
2,395,834
– – 0.5% 38
2020
Q3 		$62.4M Hold
2,395,834
– – 0.5% 38
2020
Q2 		$62.4M Hold
2,395,834
– – 0.5% 38
2020
Q1 		$62.4M Hold
2,395,834
– – 0.5% 38
2019
Q4 		$62.4M Hold
2,395,834
– – 0.5% 38
2019
Q3 		$62.4M Hold
2,395,834
– – 0.5% 38
2019
Q2 		$62.4M Hold
2,395,834
– – 0.5% 38
2019
Q1 		$62.4M Buy
2,395,834
+2,339,933
+4,186% +$57.9M 0.5% 38
2018
Q4 		$1.37M Buy
55,901
+8,271
+17% +$202K 0.03% 326
2018
Q3 		$1.17M Buy
47,630
+27,708
+139% +$680K 0.03% 306
2018
Q2 		$488K Buy
19,922
+9,505
+91% +$233K 0.02% 337
2018
Q1 		$257K Buy
10,417
+8,174
+364% +$202K 0.01% 341
2017
Q4 		$56K Buy
2,243
+2,187
+3,905% +$54.7K ﹤0.01% 515
2017
Q3 		$1K Buy
+56
New +$1.41K ﹤0.01% 1419

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 17% in Q1 2026, selling an estimated $355K and leaving 69,473 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Carson Wealth (CWM LLC) first reported a position in SUSB in Q3 2017 and has held it in 34 quarters since. The position peaked at $62.4M in Q2 2021. 311 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 69,473 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.74M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 14,074 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $355K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1258 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $62.4M in Q2 2021.
  • 311 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

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