Carson Wealth (CWM LLC)
TUSB

Carson Wealth (CWM LLC)’s Thrivent Ultra Short Bond ETF TUSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TUSB Stock Details TUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,432
Closed -$122K – 5836
2025
Q4 		$122K Buy
+2,432
New +$123K ﹤0.01% 2920

Other funds holding TUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Thrivent Ultra Short Bond ETF (TUSB) in Q1 2026, closing a stake of 2,432 shares — an estimated $122K sold.

Carson Wealth (CWM LLC) first reported a position in TUSB in Q4 2025 and held it in 1 quarter. The position peaked at $122K in Q4 2025. 10 funds tracked by Wall St. Rank hold TUSB as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Thrivent Ultra Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,432 Thrivent Ultra Short Bond ETF shares in Q1 2026, an estimated $122K.
  • Carson Wealth (CWM LLC) first reported a position in Thrivent Ultra Short Bond ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Thrivent Ultra Short Bond ETF position peaked at $122K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Thrivent Ultra Short Bond ETF as of Q1 2026.

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