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
2026 Q1	$11.7K	Hold	520	–	–	﹤0.01%	4717
2025 Q4	$12K	Hold	520	–	–	﹤0.01%	4445
2025 Q3	$12K	Hold	520	–	–	﹤0.01%	4386
2025 Q2	$12K	Hold	520	–	–	﹤0.01%	4193
2025 Q1	$12K	Hold	520	–	–	﹤0.01%	3989
2024 Q4	$12K	Sell	520 -21	-4%	-$472	﹤0.01%	3740
2024 Q3	$12K	Buy	541 +21	+4%	+$473	﹤0.01%	3666
2024 Q2	$12K	Sell	520 -14	-3%	-$309	﹤0.01%	3421
2024 Q1	$12K	Sell	534 -287	-35%	-$6.39K	﹤0.01%	3215
2023 Q4	$18K	Sell	821 -20	-2%	-$433	﹤0.01%	2824
2023 Q3	$18K	Sell	841 -560	-40%	-$12.2K	﹤0.01%	2734
2023 Q2	$31K	Sell	1,401 -7,903	-85%	-$173K	﹤0.01%	2334
2023 Q1	$205K	Buy	+9,304	New	+$204K	﹤0.01%	1189

Other funds holding BYLD

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Yield Optimized Bond ETF (BYLD) position steady in Q1 2026 at 520 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4717.

Carson Wealth (CWM LLC) first reported a position in BYLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $205K in Q1 2023. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

Carson Wealth (CWM LLC) held 520 shares of iShares Yield Optimized Bond ETF worth $11.7K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares Yield Optimized Bond ETF share count unchanged in Q1 2026.
iShares Yield Optimized Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4717 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Yield Optimized Bond ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s iShares Yield Optimized Bond ETF position peaked at $205K in Q1 2023.
74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.