Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PGIM Total Return Bond ETF PTRB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PTRB Stock Details PTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$73K Sell
2025
Q2 		$105K Hold
2025
Q1 		$104K Hold
2024
Q4 		$102K Hold
2024
Q3 		$107K Sell
2024
Q2 		$161K Hold
2024
Q1 		$162K Hold
2023
Q4 		$164K Buy