Carson Wealth (CWM LLC)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
29,376
-45,060
| -61% | -$2.27M | 0.01% | 1062 |
|
|
2025
Q1 | $3.75M | Sell |
74,436
-14,110
| -16% | -$710K | 0.01% | 606 |
|
|
2024
Q4 | $4.44M | Sell |
88,546
-354,545
| -80% | -$17.8M | 0.02% | 502 |
|
|
2024
Q3 | $22.4M | Buy |
443,091
+10,698
| +2% | +$540K | 0.1% | 191 |
|
|
2024
Q2 | $21.7M | Buy |
432,393
+22,518
| +5% | +$1.13M | 0.1% | 189 |
|
|
2024
Q1 | $20.6M | Buy |
409,875
+44,223
| +12% | +$2.22M | 0.1% | 195 |
|
|
2023
Q4 | $18.4M | Buy |
365,652
+12,421
| +4% | +$624K | 0.1% | 198 |
|
|
2023
Q3 | $17.8M | Buy |
+353,231
| New | +$17.8M | 0.11% | 173 |
|