Carson Wealth (CWM LLC)
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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
2025
Q3 		$738K Sell
2025
Q2 		$856K Sell
2025
Q1 		$3.15M Sell
2024
Q4 		$3.91M Sell
2024
Q3 		$6.28M Buy
2024
Q2 		$5.29M Buy
2024
Q1 		$4.33M Buy
2023
Q4 		$2.36M Buy
2023
Q3 		$15K Buy