Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3M Sell
130,849
-70,465
-35% -$6.19M 0.03% 500
2025
Q4 		$17.5M Buy
201,314
+42,164
+26% +$3.77M 0.05% 363
2025
Q3 		$14.2M Buy
159,150
+10,344
+7% +$905K 0.04% 367
2025
Q2 		$13.1M Sell
148,806
-24,022
-14% -$2.09M 0.05% 332
2025
Q1 		$15.7M Sell
172,828
-683,537
-80% -$60.8M 0.06% 261
2024
Q4 		$74.8M Sell
856,365
-21,582
-2% -$1.99M 0.31% 57
2024
Q3 		$86.1M Sell
877,947
-281,503
-24% -$27.1M 0.37% 47
2024
Q2 		$106M Sell
1,159,450
-10,488
-0.9% -$956K 0.5% 35
2024
Q1 		$111M Sell
1,169,938
-86,270
-7% -$8.16M 0.54% 33
2023
Q4 		$124M Sell
1,256,208
-1,673
-0.1% -$151K 0.67% 30
2023
Q3 		$112M Buy
1,257,881
+1,151,489
+1,082% +$111M 0.68% 30
2023
Q2 		$11M Buy
106,392
+15,791
+17% +$1.64M 0.07% 223
2023
Q1 		$9.64M Buy
90,601
+1,472
+2% +$154K 0.07% 222
2022
Q4 		$8.87M Sell
89,129
-8,039
-8% -$810K 0.07% 213
2022
Q3 		$9.96M Buy
97,168
+199
+0.2% +$22.4K 0.08% 195
2022
Q2 		$11.1M Sell
96,969
-892
-0.9% -$105K 0.09% 182
2022
Q1 		$12.9M Sell
97,861
-119,568
-55% -$16.5M 0.09% 182
2021
Q4 		$32.2M Buy
+217,429
New +$32M 0.23% 82
2021
Q2 		$11.3M Hold
78,600
– – 0.09% 187
2021
Q1 		$11.3M Hold
78,600
– – 0.09% 187
2020
Q4 		$11.3M Hold
78,600
– – 0.09% 187
2020
Q3 		$11.3M Hold
78,600
– – 0.09% 187
2020
Q2 		$11.3M Hold
78,600
– – 0.09% 187
2020
Q1 		$11.3M Hold
78,600
– – 0.09% 187
2019
Q4 		$11.3M Hold
78,600
– – 0.09% 187
2019
Q3 		$11.3M Hold
78,600
– – 0.09% 187
2019
Q2 		$11.3M Hold
78,600
– – 0.09% 187
2019
Q1 		$11.3M Sell
78,600
-59,660
-43% -$7.26M 0.09% 187
2018
Q4 		$16.8M Sell
138,260
-3,769
-3% -$436K 0.42% 60
2018
Q3 		$16.7M Buy
142,029
+24,228
+21% +$2.91M 0.43% 59
2018
Q2 		$14.3M Buy
117,801
+117,529
+43,209% +$14.1M 0.47% 57
2018
Q1 		$33K Sell
272
-79
-23% -$9.54K ﹤0.01% 627
2017
Q4 		$45K Sell
351
-14
-4% -$1.76K ﹤0.01% 545
2017
Q3 		$46K Buy
365
+10
+3% +$1.26K ﹤0.01% 540
2017
Q2 		$44K Sell
355
-187
-35% -$23.1K ﹤0.01% 499
2017
Q1 		$65K Sell
542
-7,393
-93% -$887K ﹤0.01% 412
2016
Q4 		$945K Sell
7,935
-124,813
-94% -$15.6M 0.06% 184
2016
Q3 		$18.3M Buy
132,748
+3,544
+3% +$492K 1.26% 23
2016
Q2 		$17.9M Buy
+129,204
New +$17M 1.31% 14
2015
Q3 		– Sell
-3,831
Closed -$450K – 657
2015
Q2 		$450K Buy
3,831
+340
+10% +$41.7K 0.04% 145
2015
Q1 		$456K Buy
+3,491
New +$456K 0.05% 144

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 35% in Q1 2026, selling an estimated $6.19M and leaving 130,849 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #500.

Carson Wealth (CWM LLC) first reported a position in TLT in Q1 2015 and has held it in 41 quarters since. The position peaked at $124M in Q4 2023. 1,091 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 130,849 shares of iShares 20+ Year Treasury Bond ETF worth $11.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 70,465 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $6.19M.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #500 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s iShares 20+ Year Treasury Bond ETF position peaked at $124M in Q4 2023.
  • 1,091 funds tracked by Wall St. Rank held iShares 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.