Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.24M Sell
102,334
-13,064
-11% -$676K 0.01% 799
2025
Q4 		$5.97M Buy
115,398
+13,162
+13% +$686K 0.02% 711
2025
Q3 		$5.34M Buy
102,236
+16,340
+19% +$843K 0.02% 686
2025
Q2 		$4.42M Buy
85,896
+1,873
+2% +$94.7K 0.02% 627
2025
Q1 		$4.29M Sell
84,023
-3,792
-4% -$192K 0.02% 571
2024
Q4 		$4.42M Sell
87,815
-400,196
-82% -$20.5M 0.02% 507
2024
Q3 		$25.7M Sell
488,011
-2,204
-0.4% -$114K 0.11% 172
2024
Q2 		$24.6M Sell
490,215
-42,693
-8% -$2.14M 0.12% 164
2024
Q1 		$27.1M Sell
532,908
-1,156,465
-68% -$58.5M 0.13% 156
2023
Q4 		$86.6M Sell
1,689,373
-95,668
-5% -$4.67M 0.47% 39
2023
Q3 		$85.8M Buy
1,785,041
+1,719,482
+2,623% +$84.6M 0.53% 36
2023
Q2 		$3.28M Buy
65,559
+54,284
+481% +$2.72M 0.02% 429
2023
Q1 		$571K Buy
11,275
+5,957
+112% +$299K ﹤0.01% 852
2022
Q4 		$261K Sell
5,318
-601,194
-99% -$29.3M ﹤0.01% 1004
2022
Q3 		$29.1M Buy
606,512
+600,282
+9,635% +$30.6M 0.23% 91
2022
Q2 		$318K Sell
6,230
-727
-10% -$37.9K ﹤0.01% 872
2022
Q1 		$383K Sell
6,957
-10,287
-60% -$584K ﹤0.01% 804
2021
Q4 		$1.03M Buy
+17,244
New +$1.03M 0.01% 570
2021
Q2 		$19.6M Hold
323,531
– – 0.16% 136
2021
Q1 		$19.6M Hold
323,531
– – 0.16% 136
2020
Q4 		$19.6M Hold
323,531
– – 0.16% 136
2020
Q3 		$19.6M Hold
323,531
– – 0.16% 136
2020
Q2 		$19.6M Hold
323,531
– – 0.16% 136
2020
Q1 		$19.6M Hold
323,531
– – 0.16% 136
2019
Q4 		$19.6M Hold
323,531
– – 0.16% 136
2019
Q3 		$19.6M Hold
323,531
– – 0.16% 136
2019
Q2 		$19.6M Hold
323,531
– – 0.16% 136
2019
Q1 		$19.6M Sell
323,531
-350,302
-52% -$18.9M 0.16% 136
2018
Q4 		$35.7M Buy
673,833
+142,924
+27% +$7.53M 0.89% 17
2018
Q3 		$28.5M Sell
530,909
-332,997
-39% -$17.9M 0.73% 26
2018
Q2 		$46.3M Buy
863,906
+69,948
+9% +$3.76M 1.52% 9
2018
Q1 		$43.3M Buy
793,958
+81,804
+11% +$4.49M 1.72% 8
2017
Q4 		$39.9M Buy
712,154
+171,606
+32% +$9.6M 1.77% 8
2017
Q3 		$30.3M Buy
540,548
+74,454
+16% +$4.17M 1.43% 12
2017
Q2 		$26M Buy
466,094
+73,288
+19% +$4.07M 1.33% 22
2017
Q1 		$21.6M Buy
392,806
+47,114
+14% +$2.58M 1.22% 25
2016
Q4 		$18.9M Sell
345,692
-2,136
-0.6% -$118K 1.16% 31
2016
Q3 		$19.8M Buy
347,828
+57,330
+20% +$3.26M 1.37% 17
2016
Q2 		$16.5M Buy
290,498
+182,164
+168% +$10.1M 1.2% 19
2016
Q1 		$5.97M Buy
108,334
+87,930
+431% +$4.73M 0.52% 70
2015
Q4 		$1.09M Buy
+20,404
New +$1.1M 0.11% 147
2014
Q1 		– Sell
-46
Closed -$2K – 472
2013
Q4 		$2K Buy
+46
New +$2.47K ﹤0.01% 598

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 11% in Q1 2026, selling an estimated $676K and leaving 102,334 shares worth $5.24M. The position accounts for 0.01% of the portfolio, ranked #799.

Carson Wealth (CWM LLC) first reported a position in USIG in Q4 2013 and has held it in 42 quarters since. The position peaked at $86.6M in Q4 2023. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 102,334 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.24M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,064 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $676K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #799 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $86.6M in Q4 2023.
  • 456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

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