Carson Wealth (CWM LLC)
HYG icon

Carson Wealth (CWM LLC)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Buy
139,477
+9,163
+7% +$737K 0.03% 511
2025
Q4 		$10.5M Buy
130,314
+5,373
+4% +$433K 0.03% 509
2025
Q3 		$10.1M Buy
124,941
+5,408
+5% +$436K 0.03% 466
2025
Q2 		$9.64M Buy
119,533
+11,328
+10% +$892K 0.03% 395
2025
Q1 		$8.54M Buy
108,205
+94,948
+716% +$7.54M 0.03% 385
2024
Q4 		$1.04M Buy
13,257
+769
+6% +$61K ﹤0.01% 1059
2024
Q3 		$1M Sell
12,488
-3,052
-20% -$240K ﹤0.01% 1029
2024
Q2 		$1.2M Sell
15,540
-2,400
-13% -$185K 0.01% 811
2024
Q1 		$1.39M Buy
17,940
+5,197
+41% +$402K 0.01% 727
2023
Q4 		$986K Sell
12,743
-125
-1% -$9.32K 0.01% 815
2023
Q3 		$949K Sell
12,868
-9,305
-42% -$695K 0.01% 775
2023
Q2 		$1.67M Sell
22,173
-13,207
-37% -$986K 0.01% 558
2023
Q1 		$2.67M Sell
35,380
-46,197
-57% -$3.46M 0.02% 436
2022
Q4 		$6.01M Buy
81,577
+71,210
+687% +$5.25M 0.04% 274
2022
Q3 		$740K Buy
10,367
+437
+4% +$33K 0.01% 635
2022
Q2 		$731K Buy
9,930
+530
+6% +$41.2K 0.01% 642
2022
Q1 		$774K Sell
9,400
-1,417
-13% -$118K 0.01% 622
2021
Q4 		$941K Buy
+10,817
New +$938K 0.01% 585
2021
Q2 		$23.8M Hold
270,028
– – 0.19% 108
2021
Q1 		$23.8M Hold
270,028
– – 0.19% 108
2020
Q4 		$23.8M Hold
270,028
– – 0.19% 108
2020
Q3 		$23.8M Hold
270,028
– – 0.19% 108
2020
Q2 		$23.8M Hold
270,028
– – 0.19% 108
2020
Q1 		$23.8M Hold
270,028
– – 0.19% 108
2019
Q4 		$23.8M Hold
270,028
– – 0.19% 108
2019
Q3 		$23.8M Hold
270,028
– – 0.19% 108
2019
Q2 		$23.8M Hold
270,028
– – 0.19% 108
2019
Q1 		$23.8M Buy
270,028
+263,112
+3,804% +$22.3M 0.19% 108
2018
Q4 		$561K Buy
6,916
+5,795
+517% +$485K 0.01% 436
2018
Q3 		$97K Buy
1,121
+367
+49% +$31.5K ﹤0.01% 628
2018
Q2 		$64K Buy
754
+164
+28% +$14K ﹤0.01% 587
2018
Q1 		$51K Buy
590
+237
+67% +$20.5K ﹤0.01% 551
2017
Q4 		$31K Sell
353
-20
-5% -$1.75K ﹤0.01% 615
2017
Q3 		$33K Sell
373
-443
-54% -$39.1K ﹤0.01% 602
2017
Q2 		$72K Sell
816
-51,045
-98% -$4.49M ﹤0.01% 424
2017
Q1 		$4.55M Buy
51,861
+51,278
+8,796% +$4.48M 0.26% 89
2016
Q4 		$50K Sell
583
-695
-54% -$59.8K ﹤0.01% 447
2016
Q3 		$112K Sell
1,278
-516
-29% -$44.4K 0.01% 323
2016
Q2 		$152K Buy
1,794
+1,341
+296% +$111K 0.01% 262
2016
Q1 		$37K Sell
453
-942
-68% -$74.8K ﹤0.01% 371
2015
Q4 		$112K Buy
1,395
+1,198
+608% +$99.6K 0.01% 255
2015
Q3 		$16K Buy
+197
New +$17.1K ﹤0.01% 392
2014
Q4 		– Sell
-2,612
Closed -$240K – 185
2014
Q3 		$240K Buy
2,612
+266
+11% +$24.9K 0.03% 171
2014
Q2 		$223K Sell
2,346
-596
-20% -$56.3K 0.04% 169
2014
Q1 		$278K Sell
2,942
-908
-24% -$85.1K 0.04% 120
2013
Q4 		$357K Sell
3,850
-3,536
-48% -$328K 0.06% 147
2013
Q3 		$676K Buy
+7,386
New +$677K 0.18% 72

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7% in Q1 2026, buying an estimated $737K and bringing the position to 139,477 shares worth $11.1M. The position accounts for 0.03% of the portfolio, ranked #511.

Carson Wealth (CWM LLC) first reported a position in HYG in Q3 2013 and has held it in 47 quarters since. The position peaked at $23.8M in Q2 2021. 983 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 139,477 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $11.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,163 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $737K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #511 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $23.8M in Q2 2021.
  • 983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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