Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$137K Sell
2025
Q2 		$179K Sell
2025
Q1 		$216K Sell
2024
Q4 		$218K Hold
2024
Q3 		$221K Hold
2024
Q2 		$216K Sell
2024
Q1 		$509K Buy
2023
Q4 		$8K Buy