Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.3K Buy
2,671
+484
+22% +$9.29K ﹤0.01% 3802
2025
Q4 		$42K Buy
2,187
+380
+21% +$7.3K ﹤0.01% 3731
2025
Q3 		$35K Buy
1,807
+10
+0.6% +$192 ﹤0.01% 3790
2025
Q2 		$34K Buy
1,797
+13
+0.7% +$247 ﹤0.01% 3564
2025
Q1 		$34K Buy
1,784
+1
+0.1% +$19 ﹤0.01% 3298
2024
Q4 		$33K Sell
1,783
-344
-16% -$6.43K ﹤0.01% 3110
2024
Q3 		$40K Sell
2,127
-6,111
-74% -$114K ﹤0.01% 2874
2024
Q2 		$152K Sell
8,238
-6,469
-44% -$119K ﹤0.01% 1731
2024
Q1 		$274K Buy
14,707
+1,915
+15% +$35.5K ﹤0.01% 1375
2023
Q4 		$238K Buy
12,792
+11,281
+747% +$205K ﹤0.01% 1342
2023
Q3 		$27K Buy
1,511
+455
+43% +$8.32K ﹤0.01% 2485
2023
Q2 		$19K Sell
1,056
-774
-42% -$14.5K ﹤0.01% 2694
2023
Q1 		$35K Hold
1,830
– – ﹤0.01% 2119
2022
Q4 		$34K Buy
1,830
+114
+7% +$2.1K ﹤0.01% 2005
2022
Q3 		$31K Buy
1,716
+660
+63% +$12.8K ﹤0.01% 1950
2022
Q2 		$21K Hold
1,056
– – ﹤0.01% 2091
2022
Q1 		$22K Hold
1,056
– – ﹤0.01% 2030
2021
Q4 		$22K Buy
+1,056
New +$22.4K ﹤0.01% 1951
2021
Q2 		$22K Hold
1,056
– – ﹤0.01% 1760
2021
Q1 		$22K Hold
1,056
– – ﹤0.01% 1760
2020
Q4 		$22K Hold
1,056
– – ﹤0.01% 1760
2020
Q3 		$22K Hold
1,056
– – ﹤0.01% 1760
2020
Q2 		$22K Hold
1,056
– – ﹤0.01% 1760
2020
Q1 		$22K Hold
1,056
– – ﹤0.01% 1759
2019
Q4 		$22K Hold
1,056
– – ﹤0.01% 1759
2019
Q3 		$22K Hold
1,056
– – ﹤0.01% 1759
2019
Q2 		$22K Hold
1,056
– – ﹤0.01% 1759
2019
Q1 		$22K Sell
1,056
-637,225
-100% -$12.2M ﹤0.01% 1759
2018
Q4 		$12M Sell
638,281
-407,391
-39% -$7.68M 0.3% 78
2018
Q3 		$19.9M Buy
1,045,672
+508,301
+95% +$9.71M 0.51% 52
2018
Q2 		$10.4M Buy
537,371
+435,240
+426% +$8.35M 0.34% 76
2018
Q1 		$1.96M Buy
102,131
+101,273
+11,803% +$1.94M 0.08% 176
2017
Q4 		$17K Buy
+858
New +$16.7K ﹤0.01% 739

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $632M AUM 22.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 22% in Q1 2026, buying an estimated $9.29K and bringing the position to 2,671 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3802.

Carson Wealth (CWM LLC) first reported a position in TIPX in Q4 2017 and has held it in 33 quarters since. The position peaked at $19.9M in Q3 2018. 144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,671 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $51.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 484 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $9.29K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3802 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $19.9M in Q3 2018.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

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