Carson Wealth (CWM LLC)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.6M | Sell |
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|
2025
Q2 | $12.5M | Sell |
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|
2025
Q1 | $23.7M | Buy |
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|
2024
Q4 | $15.4M | Buy |
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|
2024
Q3 | $4.3M | Buy |
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|
2024
Q2 | $4.03M | Sell |
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $20K | Hold |
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|
2023
Q1 | $20K | Hold |
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|
2022
Q4 | $20K | Hold |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q2 | $130K | Hold |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $130K | Hold |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $130K | Hold |
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|
2020
Q1 | $130K | Hold |
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|
2019
Q4 | $130K | Hold |
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|
2019
Q3 | $130K | Hold |
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|
2019
Q2 | $130K | Hold |
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|
2019
Q1 | $130K | Buy |
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