Carson Wealth (CWM LLC)’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.3K	Sell	436 -456	-51%	-$21.4K	﹤0.01%	4405
2025 Q4	$42K	Buy	892 +278	+45%	+$13.1K	﹤0.01%	3727
2025 Q3	$29K	Buy	614 +166	+37%	+$7.79K	﹤0.01%	3903
2025 Q2	$21K	Buy	448 +6	+1%	+$276	﹤0.01%	3873
2025 Q1	$20K	Buy	442 +2	+0.5%	+$93	﹤0.01%	3673
2024 Q4	$20K	Buy	440 +5	+1%	+$233	﹤0.01%	3432
2024 Q3	$21K	Buy	+435	New	+$20.3K	﹤0.01%	3320
2023 Q4	–	Sell	-506	Closed	-$22K	–	4308
2023 Q3	$22K	Hold	506	–	–	﹤0.01%	2627
2023 Q2	$23K	Hold	506	–	–	﹤0.01%	2539
2023 Q1	$23K	Hold	506	–	–	﹤0.01%	2401
2022 Q4	$22K	Hold	506	–	–	﹤0.01%	2293
2022 Q3	$22K	Hold	506	–	–	﹤0.01%	2161
2022 Q2	$22K	Hold	506	–	–	﹤0.01%	2053
2022 Q1	$25K	Sell	506 -51	-9%	-$2.53K	﹤0.01%	1947
2021 Q4	$29K	Buy	+557	New	+$28.9K	﹤0.01%	1793

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares BB Rated Corporate Bond ETF (HYBB) stake by 51% in Q1 2026, selling an estimated $21.4K and leaving 436 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4405.

Carson Wealth (CWM LLC) first reported a position in HYBB in Q4 2021 and has held it in 15 quarters since. The position peaked at $42K in Q4 2025. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

Carson Wealth (CWM LLC) held 436 shares of iShares BB Rated Corporate Bond ETF worth $20.3K as of Q1 2026.
Carson Wealth (CWM LLC) sold 456 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $21.4K.
iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4405 holding.
Carson Wealth (CWM LLC) first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
Carson Wealth (CWM LLC)'s iShares BB Rated Corporate Bond ETF position peaked at $42K in Q4 2025.
53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

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