Carson Wealth (CWM LLC)
HYS icon

Carson Wealth (CWM LLC)’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.6M Buy
402,979
+154,041
+62% +$14.5M 0.1% 196
2025
Q4 		$23.6M Buy
248,938
+15,357
+7% +$1.46M 0.06% 275
2025
Q3 		$22.3M Buy
233,581
+10,254
+5% +$974K 0.07% 248
2025
Q2 		$21.2M Buy
223,327
+95,532
+75% +$8.89M 0.07% 228
2025
Q1 		$12M Buy
127,795
+152
+0.1% +$14.4K 0.05% 310
2024
Q4 		$12M Buy
127,643
+992
+0.8% +$93.8K 0.05% 287
2024
Q3 		$12.1M Sell
126,651
-8,141
-6% -$765K 0.05% 282
2024
Q2 		$12.5M Sell
134,792
-10,471
-7% -$968K 0.06% 264
2024
Q1 		$13.6M Sell
145,263
-33,602
-19% -$3.13M 0.07% 247
2023
Q4 		$16.6M Buy
178,865
+43,191
+32% +$3.92M 0.09% 209
2023
Q3 		$12.3M Sell
135,674
-71,475
-35% -$6.49M 0.08% 215
2023
Q2 		$18.9M Buy
207,149
+54,718
+36% +$4.95M 0.12% 166
2023
Q1 		$13.9M Buy
152,431
+72,970
+92% +$6.61M 0.09% 181
2022
Q4 		$7.09M Sell
79,461
-33,848
-30% -$3.03M 0.05% 249
2022
Q3 		$9.9M Buy
113,309
+11,471
+11% +$1.04M 0.08% 197
2022
Q2 		$9.02M Sell
101,838
-14,945
-13% -$1.38M 0.07% 210
2022
Q1 		$11.2M Sell
116,783
-6,045
-5% -$584K 0.08% 195
2021
Q4 		$12.2M Buy
+122,828
New +$12.1M 0.09% 194
2021
Q2 		$8.28M Hold
82,845
– – 0.07% 221
2021
Q1 		$8.28M Hold
82,845
– – 0.07% 221
2020
Q4 		$8.28M Hold
82,845
– – 0.07% 221
2020
Q3 		$8.28M Hold
82,845
– – 0.07% 221
2020
Q2 		$8.28M Hold
82,845
– – 0.07% 221
2020
Q1 		$8.28M Hold
82,845
– – 0.07% 221
2019
Q4 		$8.28M Hold
82,845
– – 0.07% 221
2019
Q3 		$8.28M Hold
82,845
– – 0.07% 221
2019
Q2 		$8.28M Hold
82,845
– – 0.07% 221
2019
Q1 		$8.28M Buy
82,845
+82,501
+23,983% +$8.15M 0.07% 221
2018
Q4 		$33K Buy
+344
New +$33.7K ﹤0.01% 988
2018
Q2 		– Sell
-21
Closed -$2K – 1727
2018
Q1 		$2K Buy
+21
New +$2.11K ﹤0.01% 1174
2017
Q3 		– Sell
-186
Closed -$19K – 1512
2017
Q2 		$19K Sell
186
-97
-34% -$9.82K ﹤0.01% 635
2017
Q1 		$29K Buy
283
+225
+388% +$22.6K ﹤0.01% 546
2016
Q4 		$6K Buy
+58
New +$5.75K ﹤0.01% 821

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 62% in Q1 2026, buying an estimated $14.5M and bringing the position to 402,979 shares worth $37.6M. The position accounts for 0.1% of the portfolio, ranked #196.

Carson Wealth (CWM LLC) first reported a position in HYS in Q4 2016 and has held it in 33 quarters since. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 402,979 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $37.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 154,041 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $14.5M.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #196 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2016 and has held it in 33 quarters since.
  • 244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

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