Carson Wealth (CWM LLC)’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
8,754
-34,865
| -80% | -$1.73M | ﹤0.01% | 1651 |
|
|
2025
Q1 | $2.16M | Sell |
43,619
-14,387
| -25% | -$712K | 0.01% | 801 |
|
|
2024
Q4 | $2.85M | Sell |
58,006
-1,747
| -3% | -$85.7K | 0.01% | 653 |
|
|
2024
Q3 | $2.98M | Buy |
59,753
+13,729
| +30% | +$685K | 0.01% | 579 |
|
|
2024
Q2 | $2.25M | Buy |
46,024
+21,488
| +88% | +$1.05M | 0.01% | 620 |
|
|
2024
Q1 | $1.2M | Buy |
+24,536
| New | +$1.2M | 0.01% | 788 |
|