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

Carson Wealth (CWM LLC)’s Portfolio XTEN Stock Details XTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.01M Buy
43,546
+5,580
+15% +$258K 0.01% 950
2025
Q1 		$1.77M Buy
37,966
+37,560
+9,251% +$1.75M 0.01% 866
2024
Q4 		$18K Buy
406
+4
+1% +$177 ﹤0.01% 3529
2024
Q3 		$19K Buy
402
+1
+0.2% +$47 ﹤0.01% 3406
2024
Q2 		$18K Buy
+401
New +$18K ﹤0.01% 3199