Carson Wealth (CWM LLC)’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TDTT Stock Details TDTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.6K	Hold	851	–	–	﹤0.01%	4392
2025 Q4	$20K	Hold	851	–	–	﹤0.01%	4180
2025 Q3	$21K	Hold	851	–	–	﹤0.01%	4099
2025 Q2	$21K	Hold	851	–	–	﹤0.01%	3885
2025 Q1	$21K	Sell	851 -202	-19%	-$4.84K	﹤0.01%	3651
2024 Q4	$25K	Hold	1,053	–	–	﹤0.01%	3300
2024 Q3	$25K	Hold	1,053	–	–	﹤0.01%	3235
2024 Q2	$25K	Sell	1,053 -1,224	-54%	-$28.8K	﹤0.01%	2979
2024 Q1	$54K	Sell	2,277 -2,353	-51%	-$55.6K	﹤0.01%	2245
2023 Q4	$109K	Sell	4,630 -647	-12%	-$15.1K	﹤0.01%	1709
2023 Q3	$122K	Sell	5,277 -1,974	-27%	-$46.1K	﹤0.01%	1529
2023 Q2	$171K	Sell	7,251 -5,500	-43%	-$131K	﹤0.01%	1319
2023 Q1	$308K	Buy	12,751 +8,500	+200%	+$202K	﹤0.01%	1049
2022 Q4	$100K	Buy	4,251 +3,400	+400%	+$80.2K	﹤0.01%	1379
2022 Q3	$20K	Hold	851	–	–	﹤0.01%	2234
2022 Q2	$21K	Hold	851	–	–	﹤0.01%	2090
2022 Q1	$22K	Hold	851	–	–	﹤0.01%	2029
2021 Q4	$22K	Buy	+851	New	+$22.4K	﹤0.01%	1950
2021 Q2	$23K	Hold	851	–	–	﹤0.01%	1735
2021 Q1	$23K	Hold	851	–	–	﹤0.01%	1735
2020 Q4	$23K	Hold	851	–	–	﹤0.01%	1735
2020 Q3	$23K	Hold	851	–	–	﹤0.01%	1735
2020 Q2	$23K	Hold	851	–	–	﹤0.01%	1735
2020 Q1	$23K	Hold	851	–	–	﹤0.01%	1735
2019 Q4	$23K	Hold	851	–	–	﹤0.01%	1735
2019 Q3	$23K	Hold	851	–	–	﹤0.01%	1735
2019 Q2	$23K	Hold	851	–	–	﹤0.01%	1735
2019 Q1	$23K	Buy	+851	New	+$20.5K	﹤0.01%	1735

Other funds holding TDTT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) position steady in Q1 2026 at 851 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4392.

Carson Wealth (CWM LLC) first reported a position in TDTT in Q1 2019 and has held it in 28 quarters since. The position peaked at $308K in Q1 2023. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

Carson Wealth (CWM LLC) held 851 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $20.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its Northern Trust iBoxx 3-Year Target Duration TIPS ETF share count unchanged in Q1 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4392 holding.
Carson Wealth (CWM LLC) first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q1 2019 and has held it in 28 quarters since.
Carson Wealth (CWM LLC)'s Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $308K in Q1 2023.
109 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q1 2026.

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