Carson Wealth (CWM LLC)’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14	Closed	-$1K	–	5678
2025 Q3	$1K	Sell	14 -64	-82%	-$2.48K	﹤0.01%	5209
2025 Q2	$3K	Buy	+78	New	+$3K	﹤0.01%	4824
2023 Q4	–	Sell	-14	Closed	-$1K	–	4553
2023 Q3	$1K	Buy	+14	New	+$572	﹤0.01%	4103
2019 Q1	–	Sell	-40	Closed	-$2K	–	3306
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	1807
2018 Q3	$2K	Sell	40 -12,175	-100%	-$648K	﹤0.01%	1577
2018 Q2	$663K	Sell	12,215 -2,268	-16%	-$128K	0.02%	313
2018 Q1	$862K	Sell	14,483 -2,976	-17%	-$175K	0.03%	240
2017 Q4	$1M	Sell	17,459 -1,199	-6%	-$68.2K	0.04%	228
2017 Q3	$1.07M	Buy	+18,658	New	+$1.07M	0.05%	203

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WIP Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2025, closing a stake of 14 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in WIP in Q3 2017 and held it in 9 quarters. The position peaked at $1.07M in Q3 2017. 70 funds tracked by Wall St. Rank hold WIP as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 14 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2017 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.07M in Q3 2017.
70 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.