Carson Wealth (CWM LLC)
TFLO icon

Carson Wealth (CWM LLC)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TFLO Stock Details TFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.38M Sell
47,092
-9,341
-17% -$472K 0.01% 1133
2025
Q4 		$2.85M Sell
56,433
-40,264
-42% -$2.03M 0.01% 1008
2025
Q3 		$4.89M Sell
96,697
-15,601
-14% -$789K 0.01% 728
2025
Q2 		$5.69M Buy
112,298
+15,780
+16% +$798K 0.02% 549
2025
Q1 		$4.89M Buy
96,518
+13,265
+16% +$671K 0.02% 537
2024
Q4 		$4.2M Buy
83,253
+6,820
+9% +$344K 0.02% 518
2024
Q3 		$3.87M Sell
76,433
-71,784
-48% -$3.63M 0.02% 505
2024
Q2 		$7.51M Sell
148,217
-25,454
-15% -$1.29M 0.04% 340
2024
Q1 		$8.8M Sell
173,671
-3,541,004
-95% -$179M 0.04% 314
2023
Q4 		$187M Sell
3,714,675
-316,817
-8% -$16M 1.01% 19
2023
Q3 		$205M Buy
4,031,492
+3,234,181
+406% +$164M 1.25% 14
2023
Q2 		$40.4M Buy
797,311
+899
+0.1% +$45.4K 0.25% 74
2023
Q1 		$40.3M Buy
796,412
+795,234
+67,507% +$40.2M 0.27% 70
2022
Q4 		$59K Buy
+1,178
New +$59.4K ﹤0.01% 1642

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return