Carson Wealth (CWM LLC)
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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$570K Buy
2025
Q2 		$498K Buy
2025
Q1 		$404K Buy
2024
Q4 		$368K Buy
2024
Q3 		$282K Buy
2024
Q2 		$74K Buy