Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BYLD Stock Details BYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12K Hold
2025
Q2 		$12K Hold
2025
Q1 		$12K Hold
2024
Q4 		$12K Sell
2024
Q3 		$12K Buy
2024
Q2 		$12K Sell
2024
Q1 		$12K Sell
2023
Q4 		$18K Sell
2023
Q3 		$18K Sell
2023
Q2 		$31K Sell
2023
Q1 		$205K Buy