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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Buy
30,770
+19,065
+163% +$943K ﹤0.01% 1321
2025
Q4 		$579K Buy
11,705
+188
+2% +$9.34K ﹤0.01% 1828
2025
Q3 		$570K Buy
11,517
+1,434
+14% +$70.7K ﹤0.01% 1714
2025
Q2 		$498K Buy
10,083
+1,858
+23% +$90.8K ﹤0.01% 1593
2025
Q1 		$404K Buy
8,225
+559
+7% +$27K ﹤0.01% 1541
2024
Q4 		$368K Buy
7,666
+2,022
+36% +$98.3K ﹤0.01% 1500
2024
Q3 		$282K Buy
5,644
+4,120
+270% +$204K ﹤0.01% 1576
2024
Q2 		$74K Buy
+1,524
New +$72.9K ﹤0.01% 2196

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XFIV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 163% in Q1 2026, buying an estimated $943K and bringing the position to 30,770 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Carson Wealth (CWM LLC) first reported a position in XFIV in Q2 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,770 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $1.51M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,065 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $943K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1321 holding.
  • Carson Wealth (CWM LLC) first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.