Carson Wealth (CWM LLC)’s PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund HYS Stock Holding History
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% | 225 |
|
|
2020
Q3 | $8.28M | Hold |
82,845
| – | – | 0.07% | 224 |
|
|
2020
Q2 | $8.28M | Hold |
82,845
| – | – | 0.07% | 222 |
|
|
2020
Q1 | $8.28M | Hold |
82,845
| – | – | 0.07% | 222 |
|
|
2019
Q4 | $8.28M | Hold |
82,845
| – | – | 0.07% | 224 |
|
|
2019
Q3 | $8.28M | Hold |
82,845
| – | – | 0.07% | 222 |
|
|
2019
Q2 | $8.28M | Hold |
82,845
| – | – | 0.07% | 222 |
|
|
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% | -$9.8K | ﹤0.01% | 635 |
|
|
2017
Q1 | $29K | Buy |
283
+225
| +388% | +$22.6K | ﹤0.01% | 546 |
|
|
2016
Q4 | $6K | Buy |
+58
| New | +$5.74K | ﹤0.01% | 821 |
|
Other funds holding HYS
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 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. 247 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 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 Exchange-Traded Fund shares in Q1 2026, an estimated $14.5M.
- PIMCO 0-5 Year High Yield Corporate Bond 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 Exchange-Traded Fund in Q4 2016 and has held it in 33 quarters since.
- 247 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.