Carson Wealth (CWM LLC)
XHLF icon

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
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CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return