Carson Wealth (CWM LLC)
HYBL icon

Carson Wealth (CWM LLC)’s State Street Blackstone High Income ETF HYBL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYBL Stock Details HYBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.91M Buy
176,317
+61,100
+53% +$1.72M 0.01% 820
2025
Q4 		$3.28M Sell
115,217
-12,358
-10% -$351K 0.01% 954
2025
Q3 		$3.65M Buy
127,575
+29,947
+31% +$855K 0.01% 845
2025
Q2 		$2.79M Buy
97,628
+8,013
+9% +$225K 0.01% 816
2025
Q1 		$2.52M Buy
89,615
+20,415
+30% +$580K 0.01% 758
2024
Q4 		$1.96M Buy
69,200
+2,856
+4% +$81.5K 0.01% 788
2024
Q3 		$1.9M Buy
66,344
+50,762
+326% +$1.44M 0.01% 727
2024
Q2 		$440K Buy
15,582
+308
+2% +$8.68K ﹤0.01% 1238
2024
Q1 		$433K Sell
15,274
-229
-1% -$6.43K ﹤0.01% 1188
2023
Q4 		$436K Buy
15,503
+15,216
+5,302% +$419K ﹤0.01% 1111
2023
Q3 		$8K Hold
287
– – ﹤0.01% 3247
2023
Q2 		$8K Hold
287
– – ﹤0.01% 3203
2023
Q1 		$8K Hold
287
– – ﹤0.01% 3080
2022
Q4 		$8K Hold
287
– – ﹤0.01% 2933
2022
Q3 		$8K Buy
+287
New +$8.01K ﹤0.01% 2819

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street Blackstone High Income ETF (HYBL) stake by 53% in Q1 2026, buying an estimated $1.72M and bringing the position to 176,317 shares worth $4.91M. The position accounts for 0.01% of the portfolio, ranked #820.

Carson Wealth (CWM LLC) first reported a position in HYBL in Q3 2022 and has held it in 15 quarters since. 91 funds tracked by Wall St. Rank hold HYBL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 176,317 shares of State Street Blackstone High Income ETF worth $4.91M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 61,100 State Street Blackstone High Income ETF shares in Q1 2026, an estimated $1.72M.
  • State Street Blackstone High Income ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #820 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street Blackstone High Income ETF in Q3 2022 and has held it in 15 quarters since.
  • 91 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q1 2026.

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