Carson Wealth (CWM LLC)’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EMHY Stock Details EMHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.6K	Sell	268 -139	-34%	-$5.61K	﹤0.01%	4754
2025 Q4	$16K	Sell	407 -53	-12%	-$2.12K	﹤0.01%	4292
2025 Q3	$18K	Buy	460 +219	+91%	+$8.62K	﹤0.01%	4183
2025 Q2	$9K	Buy	+241	New	+$9.14K	﹤0.01%	4344
2024 Q4	–	Sell	-1,102	Closed	-$43K	–	4969
2024 Q3	$43K	Buy	+1,102	New	+$41.8K	﹤0.01%	2801
2024 Q2	–	Sell	-400	Closed	-$15K	–	4672
2024 Q1	$15K	Buy	+400	New	+$14.6K	﹤0.01%	3081

Other funds holding EMHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares JPMorgan EM High Yield Bond ETF (EMHY) stake by 34% in Q1 2026, selling an estimated $5.61K and leaving 268 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4754.

Carson Wealth (CWM LLC) first reported a position in EMHY in Q1 2024 and has held it in 6 quarters since. The position peaked at $43K in Q3 2024. 117 funds tracked by Wall St. Rank hold EMHY as of Q1 2026.

Carson Wealth (CWM LLC) held 268 shares of iShares JPMorgan EM High Yield Bond ETF worth $10.6K as of Q1 2026.
Carson Wealth (CWM LLC) sold 139 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2026, an estimated $5.61K.
iShares JPMorgan EM High Yield Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4754 holding.
Carson Wealth (CWM LLC) first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s iShares JPMorgan EM High Yield Bond ETF position peaked at $43K in Q3 2024.
117 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2026.

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