Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.18M Buy
2025
Q2 		$4.06M Buy
2025
Q1 		$814K Buy
2024
Q4 		$263K Buy
2024
Q3 		$257K Buy
2022
Q3 		– Sell
2022
Q2 		$9K Hold
2022
Q1 		$9K Hold
2021
Q4 		$10K Buy