Carson Wealth (CWM LLC)
HYDB icon

Carson Wealth (CWM LLC)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYDB Stock Details HYDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$240K Sell
5,155
-208,189
-98% -$9.83M ﹤0.01% 2572
2025
Q4 		$10.1M Sell
213,344
-28,966
-12% -$1.37M 0.03% 529
2025
Q3 		$11.6M Sell
242,310
-22,029
-8% -$1.05M 0.03% 424
2025
Q2 		$12.5M Sell
264,339
-238,347
-47% -$11.1M 0.04% 337
2025
Q1 		$23.7M Buy
502,686
+176,036
+54% +$8.33M 0.09% 202
2024
Q4 		$15.4M Buy
326,650
+237,190
+265% +$11.3M 0.06% 247
2024
Q3 		$4.3M Buy
89,460
+2,719
+3% +$128K 0.02% 476
2024
Q2 		$4.03M Sell
86,741
-168,334
-66% -$7.79M 0.02% 467
2024
Q1 		$11.9M Sell
255,075
-46,764
-15% -$2.17M 0.06% 266
2023
Q4 		$13.9M Buy
+301,839
New +$13.5M 0.08% 231
2023
Q3 		– Sell
-455
Closed -$20K – 4321
2023
Q2 		$20K Hold
455
– – ﹤0.01% 2637
2023
Q1 		$20K Hold
455
– – ﹤0.01% 2510
2022
Q4 		$20K Hold
455
– – ﹤0.01% 2363
2022
Q3 		$19K Buy
+455
New +$20.4K ﹤0.01% 2252
2022
Q1 		– Sell
-2,500
Closed -$129K – 3663
2021
Q4 		$129K Buy
+2,500
New +$128K ﹤0.01% 1202
2021
Q2 		$130K Hold
2,500
– – ﹤0.01% 1042
2021
Q1 		$130K Hold
2,500
– – ﹤0.01% 1042
2020
Q4 		$130K Hold
2,500
– – ﹤0.01% 1042
2020
Q3 		$130K Hold
2,500
– – ﹤0.01% 1042
2020
Q2 		$130K Hold
2,500
– – ﹤0.01% 1042
2020
Q1 		$130K Hold
2,500
– – ﹤0.01% 1042
2019
Q4 		$130K Hold
2,500
– – ﹤0.01% 1042
2019
Q3 		$130K Hold
2,500
– – ﹤0.01% 1042
2019
Q2 		$130K Hold
2,500
– – ﹤0.01% 1042
2019
Q1 		$130K Buy
+2,500
New +$121K ﹤0.01% 1042

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 98% in Q1 2026, selling an estimated $9.83M and leaving 5,155 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Carson Wealth (CWM LLC) first reported a position in HYDB in Q1 2019 and has held it in 25 quarters since. The position peaked at $23.7M in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,155 shares of iShares High Yield Systematic Bond ETF worth $240K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 208,189 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $9.83M.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2572 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares High Yield Systematic Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s iShares High Yield Systematic Bond ETF position peaked at $23.7M in Q1 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

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