Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen Core Plus Bond ETF NCPB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NCPB Stock Details NCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Buy
58,244
+58,093
+38,472% +$1.46M 0.01% 1074
2025
Q1 		$4K Sell
151
-20
-12% -$530 ﹤0.01% 4573
2024
Q4 		$4K Buy
171
+3
+2% +$70 ﹤0.01% 4363
2024
Q3 		$4K Buy
+168
New +$4K ﹤0.01% 4223