Carson Wealth (CWM LLC)
TIP icon

Carson Wealth (CWM LLC)’s iShares TIPS Bond ETF TIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.8M Buy
152,444
+1,178
+0.8% +$130K 0.04% 381
2025
Q4 		$16.6M Buy
151,266
+34,426
+29% +$3.82M 0.05% 374
2025
Q3 		$13M Buy
116,840
+63,481
+119% +$7.01M 0.04% 386
2025
Q2 		$5.87M Buy
53,359
+1,776
+3% +$194K 0.02% 538
2025
Q1 		$5.73M Buy
51,583
+23,065
+81% +$2.51M 0.02% 485
2024
Q4 		$3.04M Buy
28,518
+6,723
+31% +$728K 0.01% 619
2024
Q3 		$2.41M Sell
21,795
-502,637
-96% -$54.6M 0.01% 643
2024
Q2 		$56M Sell
524,432
-25,923
-5% -$2.76M 0.26% 70
2024
Q1 		$59.1M Sell
550,355
-833
-0.2% -$89K 0.29% 64
2023
Q4 		$59.2M Sell
551,188
-51,963
-9% -$5.43M 0.32% 58
2023
Q3 		$62.6M Buy
603,151
+570,233
+1,732% +$60.3M 0.38% 49
2023
Q2 		$3.54M Sell
32,918
-3,103
-9% -$338K 0.02% 418
2023
Q1 		$3.97M Sell
36,021
-207,805
-85% -$22.5M 0.03% 369
2022
Q4 		$26M Sell
243,826
-1,024,039
-81% -$109M 0.19% 114
2022
Q3 		$133M Sell
1,267,865
-789,299
-38% -$89.4M 1.06% 15
2022
Q2 		$234M Buy
2,057,164
+888,330
+76% +$105M 1.82% 9
2022
Q1 		$146M Sell
1,168,834
-558,149
-32% -$70.2M 1.03% 16
2021
Q4 		$223M Buy
+1,726,983
New +$223M 1.57% 10
2021
Q2 		$4.82M Hold
37,672
– – 0.04% 291
2021
Q1 		$4.82M Hold
37,672
– – 0.04% 291
2020
Q4 		$4.82M Hold
37,672
– – 0.04% 291
2020
Q3 		$4.82M Hold
37,672
– – 0.04% 291
2020
Q2 		$4.82M Hold
37,672
– – 0.04% 291
2020
Q1 		$4.82M Hold
37,672
– – 0.04% 291
2019
Q4 		$4.82M Hold
37,672
– – 0.04% 291
2019
Q3 		$4.82M Hold
37,672
– – 0.04% 291
2019
Q2 		$4.82M Hold
37,672
– – 0.04% 291
2019
Q1 		$4.82M Buy
37,672
+36,376
+2,807% +$4.03M 0.04% 291
2018
Q4 		$142K Buy
1,296
+830
+178% +$90.6K ﹤0.01% 667
2018
Q3 		$52K Buy
466
+12
+3% +$1.34K ﹤0.01% 746
2018
Q2 		$51K Buy
454
+154
+51% +$17.3K ﹤0.01% 629
2018
Q1 		$34K Buy
300
+243
+426% +$27.4K ﹤0.01% 619
2017
Q4 		$7K Sell
57
-497
-90% -$56.5K ﹤0.01% 999
2017
Q3 		$63K Sell
554
-79,491
-99% -$9.05M ﹤0.01% 479
2017
Q2 		$9.08M Sell
80,045
-16,559
-17% -$1.89M 0.47% 55
2017
Q1 		$11.1M Buy
96,604
+54,344
+129% +$6.19M 0.63% 40
2016
Q4 		$4.78M Buy
42,260
+7,919
+23% +$904K 0.29% 91
2016
Q3 		$4M Buy
34,341
+6,672
+24% +$774K 0.28% 104
2016
Q2 		$3.23M Buy
27,669
+12,486
+82% +$1.43M 0.24% 119
2016
Q1 		$1.74M Buy
15,183
+13,329
+719% +$1.49M 0.15% 139
2015
Q4 		$203K Buy
1,854
+1,790
+2,797% +$198K 0.02% 225
2015
Q3 		$7K Buy
+64
New +$7.14K ﹤0.01% 482

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares TIPS Bond ETF (TIP) stake by 0.78% in Q1 2026, buying an estimated $130K and bringing the position to 152,444 shares worth $16.8M. The position accounts for 0.04% of the portfolio, ranked #381.

Carson Wealth (CWM LLC) first reported a position in TIP in Q3 2015 and has held it in 42 quarters since. The position peaked at $234M in Q2 2022. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 152,444 shares of iShares TIPS Bond ETF worth $16.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,178 iShares TIPS Bond ETF shares in Q1 2026, an estimated $130K.
  • iShares TIPS Bond ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #381 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares TIPS Bond ETF in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s iShares TIPS Bond ETF position peaked at $234M in Q2 2022.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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