Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBBS Stock Details BBBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$139K Buy
2025
Q2 		$73K Buy