Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF UBND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$590K Sell
2025
Q2 		$723K Sell
2025
Q1 		$929K Sell
2024
Q4 		$932K Sell
2024
Q3 		$986K Sell
2024
Q2 		$968K Sell
2024
Q1 		$2.4M Buy