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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$597K	Sell	13,013 -22,868	-64%	-$1.06M	﹤0.01%	1887
2025 Q4	$1.66M	Sell	35,881 -8,953	-20%	-$418K	﹤0.01%	1230
2025 Q3	$2.09M	Buy	44,834 +1,288	+3%	+$59.3K	0.01%	1076
2025 Q2	$2.01M	Buy	43,546 +5,580	+15%	+$254K	0.01%	951
2025 Q1	$1.77M	Buy	37,966 +37,560	+9,251%	+$1.71M	0.01%	866
2024 Q4	$18K	Buy	406 +4	+1%	+$185	﹤0.01%	3531
2024 Q3	$19K	Buy	402 +1	+0.2%	+$48	﹤0.01%	3408
2024 Q2	$18K	Buy	+401	New	+$18.3K	﹤0.01%	3201

Other funds holding XTEN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 64% in Q1 2026, selling an estimated $1.06M and leaving 13,013 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Carson Wealth (CWM LLC) first reported a position in XTEN in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2025. 186 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

Carson Wealth (CWM LLC) held 13,013 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $597K as of Q1 2026.
Carson Wealth (CWM LLC) sold 22,868 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.06M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1887 holding.
Carson Wealth (CWM LLC) first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.09M in Q3 2025.
186 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten 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.