Carson Wealth (CWM LLC)’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$733K	Sell	14,800 -425	-3%	-$21.1K	﹤0.01%	1753
2025 Q4	$754K	Buy	15,225 +363	+2%	+$18K	﹤0.01%	1666
2025 Q3	$738K	Sell	14,862 -2,393	-14%	-$119K	﹤0.01%	1580
2025 Q2	$856K	Sell	17,255 -46,097	-73%	-$2.28M	﹤0.01%	1327
2025 Q1	$3.15M	Sell	63,352 -15,606	-20%	-$774K	0.01%	662
2024 Q4	$3.91M	Sell	78,958 -46,690	-37%	-$2.32M	0.02%	542
2024 Q3	$6.28M	Buy	125,648 +18,920	+18%	+$940K	0.03%	400
2024 Q2	$5.29M	Buy	106,728 +19,475	+22%	+$963K	0.02%	409
2024 Q1	$4.33M	Buy	87,253 +39,892	+84%	+$1.98M	0.02%	448
2023 Q4	$2.36M	Buy	47,361 +47,056	+15,428%	+$2.34M	0.01%	544
2023 Q3	$15K	Buy	+305	New	+$15.2K	﹤0.01%	2900

Other funds holding XONE

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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2.8% in Q1 2026, selling an estimated $21.1K and leaving 14,800 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Carson Wealth (CWM LLC) first reported a position in XONE in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.28M in Q3 2024. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Carson Wealth (CWM LLC) held 14,800 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $733K as of Q1 2026.
Carson Wealth (CWM LLC) sold 425 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $21.1K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1753 holding.
Carson Wealth (CWM LLC) first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $6.28M in Q3 2024.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One 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.