Carson Wealth (CWM LLC)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XHLF Stock Details XHLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Buy	32,665 +1,073	+3%	+$54K	﹤0.01%	1286
2025 Q4	$1.59M	Buy	31,592 +2,208	+8%	+$111K	﹤0.01%	1256
2025 Q3	$1.48M	Buy	29,384 +8	+0%	+$402	﹤0.01%	1223
2025 Q2	$1.48M	Sell	29,376 -45,060	-61%	-$2.26M	0.01%	1063
2025 Q1	$3.75M	Sell	74,436 -14,110	-16%	-$709K	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%	+$538K	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	+$17.7M	0.11%	173

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 3.4% in Q1 2026, buying an estimated $54K and bringing the position to 32,665 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Carson Wealth (CWM LLC) first reported a position in XHLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.4M in Q3 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Carson Wealth (CWM LLC) held 32,665 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.64M as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,073 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $54K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1286 holding.
Carson Wealth (CWM LLC) first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $22.4M in Q3 2024.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month 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.