Carson Wealth (CWM LLC)’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Buy |
256
+255
| +25,500% | +$21.9K | ﹤0.01% | 3844 |
|
|
2025
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5113 |
|
|
2024
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5009 |
|
|
2024
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 4956 |
|
|
2024
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4728 |
|
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4494 |
|
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 4302 |
|
|
2023
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 4313 |
|
|
2023
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4287 |
|
|
2023
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4164 |
|
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 4079 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 4016 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 3905 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3648 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3531 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2924 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3052 |
|