Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$2K Buy
2024
Q4 		$0 Hold
2024
Q3 		$0 Sell
2024
Q2 		$2K Buy
2024
Q1 		$2K Buy
2023
Q2 		– Sell
2023
Q1 		$1K Buy
2022
Q4 		– Sell
2022
Q3 		$2K Sell
2022
Q2 		$6K Buy