Carson Wealth (CWM LLC)
XFIV icon

Carson Wealth (CWM LLC)’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XFIV Stock Details XFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$498K Buy
10,083
+1,858
+23% +$91.8K ﹤0.01% 1592
2025
Q1 		$404K Buy
8,225
+559
+7% +$27.5K ﹤0.01% 1539
2024
Q4 		$368K Buy
7,666
+2,022
+36% +$97.1K ﹤0.01% 1498
2024
Q3 		$282K Buy
5,644
+4,120
+270% +$206K ﹤0.01% 1575
2024
Q2 		$74K Buy
+1,524
New +$74K ﹤0.01% 2194