Carson Wealth (CWM LLC)’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
379,606
-6,471
| -2% | -$322K | 0.07% | 248 |
|
|
2025
Q1 | $19.1M | Buy |
386,077
+24,745
| +7% | +$1.23M | 0.08% | 225 |
|
|
2024
Q4 | $17.6M | Buy |
+361,332
| New | +$17.6M | 0.07% | 227 |
|
|
2023
Q4 | – | Sell |
-272
| Closed | -$13K | – | 4556 |
|
|
2023
Q3 | $13K | Buy |
+272
| New | +$13K | ﹤0.01% | 3013 |
|