Carson Wealth (CWM LLC)’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Sell |
17,255
-46,097
| -73% | -$2.29M | ﹤0.01% | 1326 |
|
|
2025
Q1 | $3.15M | Sell |
63,352
-15,606
| -20% | -$776K | 0.01% | 662 |
|
|
2024
Q4 | $3.91M | Sell |
78,958
-46,690
| -37% | -$2.31M | 0.02% | 542 |
|
|
2024
Q3 | $6.28M | Buy |
125,648
+18,920
| +18% | +$945K | 0.03% | 399 |
|
|
2024
Q2 | $5.29M | Buy |
106,728
+19,475
| +22% | +$965K | 0.02% | 408 |
|
|
2024
Q1 | $4.33M | Buy |
87,253
+39,892
| +84% | +$1.98M | 0.02% | 447 |
|
|
2023
Q4 | $2.36M | Buy |
47,361
+47,056
| +15,428% | +$2.34M | 0.01% | 543 |
|
|
2023
Q3 | $15K | Buy |
+305
| New | +$15K | ﹤0.01% | 2898 |
|