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
2026 Q1	$452K	Buy	9,179 +464	+5%	+$22.9K	﹤0.01%	2090
2025 Q4	$431K	Sell	8,715 -690	-7%	-$34.2K	﹤0.01%	2012
2025 Q3	$466K	Buy	9,405 +651	+7%	+$32.2K	﹤0.01%	1846
2025 Q2	$434K	Sell	8,754 -34,865	-80%	-$1.72M	﹤0.01%	1653
2025 Q1	$2.16M	Sell	43,619 -14,387	-25%	-$708K	0.01%	801
2024 Q4	$2.85M	Sell	58,006 -1,747	-3%	-$86.1K	0.01%	653
2024 Q3	$2.98M	Buy	59,753 +13,729	+30%	+$679K	0.01%	580
2024 Q2	$2.25M	Buy	46,024 +21,488	+88%	+$1.05M	0.01%	621
2024 Q1	$1.2M	Buy	+24,536	New	+$1.21M	0.01%	789

Other funds holding XTWO

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

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

Carson Wealth (CWM LLC) increased its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 5.3% in Q1 2026, buying an estimated $22.9K and bringing the position to 9,179 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Carson Wealth (CWM LLC) first reported a position in XTWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.98M in Q3 2024. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

Carson Wealth (CWM LLC) held 9,179 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $452K as of Q1 2026.
Carson Wealth (CWM LLC) bought 464 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $22.9K.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2090 holding.
Carson Wealth (CWM LLC) first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $2.98M in Q3 2024.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two 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.