Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TAXX Stock Details TAXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.8M Buy
271,213
+56,925
+27% +$2.91M 0.05% 314
2025
Q1 		$10.8M Buy
214,288
+4,096
+2% +$207K 0.04% 329
2024
Q4 		$10.6M Buy
210,192
+13,630
+7% +$687K 0.04% 307
2024
Q3 		$9.98M Buy
+196,562
New +$9.98M 0.04% 311