Carson Wealth (CWM LLC)
TLH icon

Carson Wealth (CWM LLC)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$157M Sell
1,558,713
-32,774
-2% -$3.35M 0.41% 47
2025
Q4 		$162M Sell
1,591,487
-147,644
-8% -$15.2M 0.44% 45
2025
Q3 		$179M Buy
1,739,131
+51,394
+3% +$5.2M 0.54% 35
2025
Q2 		$171M Buy
1,687,737
+305,042
+22% +$30.6M 0.6% 32
2025
Q1 		$143M Buy
1,382,695
+1,172,866
+559% +$119M 0.57% 35
2024
Q4 		$20.9M Sell
209,829
-24,380
-10% -$2.52M 0.09% 199
2024
Q3 		$25.6M Buy
234,209
+24,514
+12% +$2.63M 0.11% 173
2024
Q2 		$21.5M Sell
209,695
-93,727
-31% -$9.54M 0.1% 191
2024
Q1 		$31.9M Sell
303,422
-29,353
-9% -$3.07M 0.16% 137
2023
Q4 		$36M Buy
332,775
+212,308
+176% +$21.3M 0.19% 100
2023
Q3 		$11.9M Sell
120,467
-683,550
-85% -$71.8M 0.07% 222
2023
Q2 		$89.1M Sell
804,017
-91,590
-10% -$10.3M 0.55% 36
2023
Q1 		$103M Sell
895,607
-284,034
-24% -$31.9M 0.69% 26
2022
Q4 		$128M Buy
1,179,641
+563,793
+92% +$61.1M 0.94% 17
2022
Q3 		$67.1M Buy
615,848
+145,843
+31% +$17.3M 0.53% 37
2022
Q2 		$56.5M Buy
470,005
+36,892
+9% +$4.53M 0.44% 47
2022
Q1 		$58.3M Buy
433,113
+433,101
+3,609,175% +$60.7M 0.41% 44
2021
Q4 		$2K Buy
+12
New +$1.78K ﹤0.01% 3184
2021
Q2 		$2K Hold
12
– – ﹤0.01% 2708
2021
Q1 		$2K Hold
12
– – ﹤0.01% 2708
2020
Q4 		$2K Hold
12
– – ﹤0.01% 2707
2020
Q3 		$2K Hold
12
– – ﹤0.01% 2706
2020
Q2 		$2K Hold
12
– – ﹤0.01% 2705
2020
Q1 		$2K Hold
12
– – ﹤0.01% 2705
2019
Q4 		$2K Hold
12
– – ﹤0.01% 2703
2019
Q3 		$2K Hold
12
– – ﹤0.01% 2703
2019
Q2 		$2K Hold
12
– – ﹤0.01% 2702
2019
Q1 		$2K Buy
+12
New +$1.6K ﹤0.01% 2699
2014
Q1 		– Sell
-19
Closed -$2K – 455
2013
Q4 		$2K Buy
+19
New +$2.35K ﹤0.01% 595

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.1% in Q1 2026, selling an estimated $3.35M and leaving 1,558,713 shares worth $157M. The position accounts for 0.41% of the portfolio, ranked #47.

Carson Wealth (CWM LLC) first reported a position in TLH in Q4 2013 and has held it in 29 quarters since. The position peaked at $179M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,558,713 shares of iShares 10-20 Year Treasury Bond ETF worth $157M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 32,774 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.35M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.41% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #47 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2013 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s iShares 10-20 Year Treasury Bond ETF position peaked at $179M in Q3 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

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