Carson Wealth (CWM LLC)
GHYG icon

Carson Wealth (CWM LLC)’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GHYG Stock Details GHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-391
Closed -$18K – 5731
2025
Q4 		$18K Buy
+391
New +$18K ﹤0.01% 4222
2018
Q2 		– Sell
-449
Closed -$23K – 1723
2018
Q1 		$23K Sell
449
-19,028
-98% -$962K ﹤0.01% 685
2017
Q4 		$983K Sell
19,477
-1,321
-6% -$67.3K 0.04% 230
2017
Q3 		$1.07M Buy
20,798
+2,583
+14% +$132K 0.05% 202
2017
Q2 		$920K Buy
18,215
+3,893
+27% +$194K 0.05% 205
2017
Q1 		$707K Buy
+14,322
New +$702K 0.04% 206

Other funds holding GHYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q1 2026, closing a stake of 391 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in GHYG in Q1 2017 and held it in 6 quarters. The position peaked at $1.07M in Q3 2017. 47 funds tracked by Wall St. Rank hold GHYG as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 391 iShares US & Intl High Yield Corp Bond ETF shares in Q1 2026, an estimated $18K.
  • Carson Wealth (CWM LLC) first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q1 2017 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s iShares US & Intl High Yield Corp Bond ETF position peaked at $1.07M in Q3 2017.
  • 47 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q1 2026.

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