Carson Wealth (CWM LLC)
HYLB icon

Carson Wealth (CWM LLC)’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYLB Stock Details HYLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$175K Sell
4,849
-5,685
-54% -$209K ﹤0.01% 2837
2025
Q4 		$388K Buy
10,534
+1,636
+18% +$60.3K ﹤0.01% 2082
2025
Q3 		$330K Sell
8,898
-2,507
-22% -$92.4K ﹤0.01% 2049
2025
Q2 		$421K Buy
11,405
+2,252
+25% +$81.3K ﹤0.01% 1668
2025
Q1 		$331K Sell
9,153
-950
-9% -$34.6K ﹤0.01% 1620
2024
Q4 		$365K Buy
10,103
+9,000
+816% +$328K ﹤0.01% 1504
2024
Q3 		$41K Buy
1,103
+975
+762% +$35.2K ﹤0.01% 2844
2024
Q2 		$5K Sell
128
-54
-30% -$1.91K ﹤0.01% 3871
2024
Q1 		$7K Sell
182
-376
-67% -$13.3K ﹤0.01% 3508
2023
Q4 		$20K Sell
558
-6,835
-92% -$234K ﹤0.01% 2775
2023
Q3 		$251K Sell
7,393
-4,461
-38% -$153K ﹤0.01% 1219
2023
Q2 		$409K Buy
11,854
+2,457
+26% +$84.2K ﹤0.01% 1002
2023
Q1 		$327K Buy
9,397
+335
+4% +$11.5K ﹤0.01% 1028
2022
Q4 		$305K Sell
9,062
-462
-5% -$15.6K ﹤0.01% 947
2022
Q3 		$312K Buy
9,524
+1,228
+15% +$42.5K ﹤0.01% 904
2022
Q2 		$280K Buy
8,296
+7,918
+2,095% +$282K ﹤0.01% 910
2022
Q1 		$14K Sell
378
-1,279
-77% -$49K ﹤0.01% 2300
2021
Q4 		$66K Buy
+1,657
New +$65.8K ﹤0.01% 1465
2021
Q2 		$19K Sell
463
-116
-20% -$4.64K ﹤0.01% 1817
2021
Q1 		$19K Hold
579
– – ﹤0.01% 1817
2020
Q4 		$19K Hold
579
– – ﹤0.01% 1817
2020
Q3 		$19K Hold
579
– – ﹤0.01% 1817
2020
Q2 		$19K Hold
579
– – ﹤0.01% 1817
2020
Q1 		$19K Hold
579
– – ﹤0.01% 1817
2019
Q4 		$19K Hold
579
– – ﹤0.01% 1817
2019
Q3 		$19K Hold
579
– – ﹤0.01% 1817
2019
Q2 		$19K Hold
579
– – ﹤0.01% 1817
2019
Q1 		$19K Sell
579
-15,406
-96% -$603K ﹤0.01% 1817
2018
Q4 		$598K Sell
15,985
-69,139
-81% -$2.67M 0.01% 427
2018
Q3 		$3.4M Buy
85,124
+51,191
+151% +$2.03M 0.09% 207
2018
Q2 		$1.33M Buy
33,933
+26,883
+381% +$1.06M 0.04% 248
2018
Q1 		$279K Buy
7,050
+7,020
+23,400% +$281K 0.01% 337
2017
Q4 		$1K Buy
+30
New +$1.22K ﹤0.01% 1360

Other funds holding HYLB

ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 54% in Q1 2026, selling an estimated $209K and leaving 4,849 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

Carson Wealth (CWM LLC) first reported a position in HYLB in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.4M in Q3 2018. 219 funds tracked by Wall St. Rank hold HYLB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,849 shares of Xtrackers USD High Yield Corporate Bond ETF worth $175K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,685 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $209K.
  • Xtrackers USD High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2837 holding.
  • Carson Wealth (CWM LLC) first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s Xtrackers USD High Yield Corporate Bond ETF position peaked at $3.4M in Q3 2018.
  • 219 funds tracked by Wall St. Rank held Xtrackers USD 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.