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

Carson Wealth (CWM LLC)’s Portfolio XTWO Stock Details XTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$466K Buy
2025
Q2 		$434K Sell
2025
Q1 		$2.16M Sell
2024
Q4 		$2.85M Sell
2024
Q3 		$2.98M Buy
2024
Q2 		$2.25M Buy
2024
Q1 		$1.2M Buy