Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Regan Floating Rate MBS ETF MBSF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MBSF Stock Details MBSF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5K Buy
207
+3
+1% +$72 ﹤0.01% 4643
2025
Q1 		$5K Buy
204
+2
+1% +$49 ﹤0.01% 4492
2024
Q4 		$5K Buy
202
+4
+2% +$99 ﹤0.01% 4251
2024
Q3 		$5K Buy
+198
New +$5K ﹤0.01% 4147