Carson Wealth (CWM LLC)
SUSC icon

Carson Wealth (CWM LLC)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.9M Buy
818,823
+152,713
+23% +$3.57M 0.05% 349
2025
Q4 		$15.6M Sell
666,110
-7,526
-1% -$177K 0.04% 391
2025
Q3 		$15.9M Buy
673,636
+35,358
+6% +$823K 0.05% 341
2025
Q2 		$14.8M Buy
638,278
+100,415
+19% +$2.29M 0.05% 307
2025
Q1 		$12.4M Sell
537,863
-16,257
-3% -$372K 0.05% 305
2024
Q4 		$12.6M Sell
554,120
-177,352
-24% -$4.11M 0.05% 275
2024
Q3 		$17.4M Sell
731,472
-175,368
-19% -$4.1M 0.07% 229
2024
Q2 		$20.6M Sell
906,840
-84,260
-9% -$1.91M 0.1% 197
2024
Q1 		$22.8M Sell
991,100
-306,458
-24% -$7.03M 0.11% 180
2023
Q4 		$30.2M Sell
1,297,558
-212,092
-14% -$4.69M 0.16% 126
2023
Q3 		$32.9M Sell
1,509,650
-612,948
-29% -$13.7M 0.2% 101
2023
Q2 		$48.3M Sell
2,122,598
-43,300
-2% -$986K 0.3% 63
2023
Q1 		$49.8M Buy
2,165,898
+428,533
+25% +$9.78M 0.34% 57
2022
Q4 		$38.7M Sell
1,737,365
-367,322
-17% -$8.12M 0.29% 71
2022
Q3 		$45.8M Buy
2,104,687
+66,761
+3% +$1.55M 0.36% 53
2022
Q2 		$47.2M Sell
2,037,926
-103,096
-5% -$2.44M 0.37% 56
2022
Q1 		$53.8M Buy
2,141,022
+243,421
+13% +$6.3M 0.38% 47
2021
Q4 		$51.8M Buy
+1,897,601
New +$52.1M 0.36% 50
2021
Q2 		$35.7M Hold
1,288,876
– – 0.28% 56
2021
Q1 		$35.7M Hold
1,288,876
– – 0.28% 56
2020
Q4 		$35.7M Hold
1,288,876
– – 0.28% 56
2020
Q3 		$35.7M Hold
1,288,876
– – 0.28% 56
2020
Q2 		$35.7M Hold
1,288,876
– – 0.28% 56
2020
Q1 		$35.7M Hold
1,288,876
– – 0.28% 56
2019
Q4 		$35.7M Hold
1,288,876
– – 0.28% 56
2019
Q3 		$35.7M Hold
1,288,876
– – 0.28% 56
2019
Q2 		$35.7M Hold
1,288,876
– – 0.28% 56
2019
Q1 		$35.7M Buy
1,288,876
+1,208,795
+1,509% +$29.5M 0.28% 56
2018
Q4 		$1.91M Buy
80,081
+6,048
+8% +$144K 0.05% 287
2018
Q3 		$1.8M Buy
74,033
+8,282
+13% +$201K 0.05% 260
2018
Q2 		$1.59M Buy
65,751
+33,773
+106% +$820K 0.05% 234
2018
Q1 		$788K Buy
31,978
+29,356
+1,120% +$730K 0.03% 248
2017
Q4 		$67K Buy
2,622
+2,374
+957% +$60.2K ﹤0.01% 483
2017
Q3 		$6K Buy
+248
New +$6.28K ﹤0.01% 1040

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 23% in Q1 2026, buying an estimated $3.57M and bringing the position to 818,823 shares worth $18.9M. The position accounts for 0.05% of the portfolio, ranked #349.

Carson Wealth (CWM LLC) first reported a position in SUSC in Q3 2017 and has held it in 34 quarters since. The position peaked at $53.8M in Q1 2022. 299 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 818,823 shares of iShares ESG Aware USD Corporate Bond ETF worth $18.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 152,713 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $3.57M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #349 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares ESG Aware USD Corporate Bond ETF position peaked at $53.8M in Q1 2022.
  • 299 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

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