Carson Wealth (CWM LLC)’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
448
+6
| +1% | +$281 | ﹤0.01% | 3870 |
|
|
2025
Q1 | $20K | Buy |
442
+2
| +0.5% | +$90 | ﹤0.01% | 3670 |
|
|
2024
Q4 | $20K | Buy |
440
+5
| +1% | +$227 | ﹤0.01% | 3430 |
|
|
2024
Q3 | $21K | Buy |
+435
| New | +$21K | ﹤0.01% | 3318 |
|
|
2023
Q4 | – | Sell |
-506
| Closed | -$22K | – | 4301 |
|
|
2023
Q3 | $22K | Hold |
506
| – | – | ﹤0.01% | 2626 |
|
|
2023
Q2 | $23K | Hold |
506
| – | – | ﹤0.01% | 2536 |
|
|
2023
Q1 | $23K | Hold |
506
| – | – | ﹤0.01% | 2399 |
|
|
2022
Q4 | $22K | Hold |
506
| – | – | ﹤0.01% | 2291 |
|
|
2022
Q3 | $22K | Hold |
506
| – | – | ﹤0.01% | 2158 |
|
|
2022
Q2 | $22K | Hold |
506
| – | – | ﹤0.01% | 2051 |
|
|
2022
Q1 | $25K | Sell |
506
-51
| -9% | -$2.52K | ﹤0.01% | 1944 |
|
|
2021
Q4 | $29K | Buy |
+557
| New | +$29K | ﹤0.01% | 1791 |
|