Carson Wealth (CWM LLC)
HYGH icon

Carson Wealth (CWM LLC)’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYGH Stock Details HYGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-235
Closed -$20K – 5738
2025
Q4 		$20K Buy
235
+219
+1,369% +$18.9K ﹤0.01% 4169
2025
Q3 		$1K Sell
16
-240
-94% -$20.7K ﹤0.01% 5133
2025
Q2 		$22K Buy
256
+255
+25,500% +$21.6K ﹤0.01% 3846
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5120
2024
Q4 		$0 Hold
1
– – ﹤0.01% 5012
2024
Q3 		$0 Hold
1
– – ﹤0.01% 4959
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4731
2024
Q1 		$0 Hold
1
– – ﹤0.01% 4500
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4309
2023
Q3 		$0 Hold
1
– – ﹤0.01% 4322
2023
Q2 		$0 Hold
1
– – ﹤0.01% 4302
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4177
2022
Q4 		$0 Hold
1
– – ﹤0.01% 4092
2022
Q3 		$0 Hold
1
– – ﹤0.01% 4036
2022
Q2 		$0 Hold
1
– – ﹤0.01% 3928
2022
Q1 		$0 Hold
1
– – ﹤0.01% 3664
2021
Q4 		$0 Buy
+1
New +$88 ﹤0.01% 3553
2021
Q2 		$0 Hold
1
– – ﹤0.01% 2964
2021
Q1 		$0 Hold
1
– – ﹤0.01% 2964
2020
Q4 		$0 Hold
1
– – ﹤0.01% 2962
2020
Q3 		$0 Hold
1
– – ﹤0.01% 2962
2020
Q2 		$0 Hold
1
– – ﹤0.01% 2962
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2962
2019
Q4 		$0 Hold
1
– – ﹤0.01% 2961
2019
Q3 		$0 Hold
1
– – ﹤0.01% 2961
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2961
2019
Q1 		$0 Buy
+1
New +$89 ﹤0.01% 3090

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2026, closing a stake of 235 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in HYGH in Q1 2019 and held it in 27 quarters. The position peaked at $22K in Q2 2025. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 235 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $20K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q1 2019 and held it in 27 quarters.
  • Carson Wealth (CWM LLC)'s iShares Interest Rate Hedged High Yield Bond ETF position peaked at $22K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

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