Carson Wealth (CWM LLC)
HYSA icon

Carson Wealth (CWM LLC)’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYSA Stock Details HYSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Buy
9,869
+1,465
+17% +$22.1K ﹤0.01% 2974
2025
Q4 		$127K Buy
8,404
+6,343
+308% +$96.4K ﹤0.01% 2891
2025
Q3 		$32K Buy
+2,061
New +$31.3K ﹤0.01% 3839

Other funds holding HYSA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) stake by 17% in Q1 2026, buying an estimated $22.1K and bringing the position to 9,869 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

Carson Wealth (CWM LLC) first reported a position in HYSA in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold HYSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,869 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $147K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,465 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q1 2026, an estimated $22.1K.
  • BondBloxx USD High Yield Bond Sector Rotation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2974 holding.
  • Carson Wealth (CWM LLC) first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q1 2026.

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