Carson Wealth (CWM LLC)
TDTT icon

Carson Wealth (CWM LLC)’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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
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 $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MML Investors Services
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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $20.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund share count unchanged in Q1 2026.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 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 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $308K in Q1 2023.
  • 109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.

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