Carson Wealth (CWM LLC)
HYT icon

Carson Wealth (CWM LLC)’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYT Stock Details HYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$123K Sell
14,477
-263
-2% -$2.3K ﹤0.01% 3093
2025
Q4 		$131K Sell
14,740
-551
-4% -$5.15K ﹤0.01% 2872
2025
Q3 		$145K Buy
15,291
+29
+0.2% +$280 ﹤0.01% 2695
2025
Q2 		$149K Sell
15,262
-4,473
-23% -$42.5K ﹤0.01% 2414
2025
Q1 		$189K Buy
19,735
+27
+0.1% +$264 ﹤0.01% 1957
2024
Q4 		$193K Buy
19,708
+12,487
+173% +$124K ﹤0.01% 1843
2024
Q3 		$73K Buy
7,221
+1,074
+17% +$10.6K ﹤0.01% 2401
2024
Q2 		$60K Buy
6,147
+52
+0.9% +$504 ﹤0.01% 2342
2024
Q1 		$60K Buy
6,095
+52
+0.9% +$502 ﹤0.01% 2178
2023
Q4 		$57K Hold
6,043
– – ﹤0.01% 2091
2023
Q3 		$52K Hold
6,043
– – ﹤0.01% 2028
2023
Q2 		$54K Buy
6,043
+59
+1% +$511 ﹤0.01% 1921
2023
Q1 		$52K Hold
5,984
– – ﹤0.01% 1848
2022
Q4 		$52K Buy
5,984
+5,983
+598,300% +$52.2K ﹤0.01% 1707
2022
Q3 		$0 Buy
+1
New +$10 ﹤0.01% 4037
2022
Q1 		– Sell
-29
Closed – – 3665
2021
Q4 		$0 Buy
+29
New +$352 ﹤0.01% 3554
2021
Q2 		$1K Hold
86
– – ﹤0.01% 2803
2021
Q1 		$1K Hold
86
– – ﹤0.01% 2803
2020
Q4 		$1K Hold
86
– – ﹤0.01% 2803
2020
Q3 		$1K Hold
86
– – ﹤0.01% 2802
2020
Q2 		$1K Hold
86
– – ﹤0.01% 2802
2020
Q1 		$1K Hold
86
– – ﹤0.01% 2801
2019
Q4 		$1K Hold
86
– – ﹤0.01% 2801
2019
Q3 		$1K Hold
86
– – ﹤0.01% 2801
2019
Q2 		$1K Hold
86
– – ﹤0.01% 2801
2019
Q1 		$1K Sell
86
-5,475
-98% -$54.9K ﹤0.01% 2800
2018
Q4 		$52K Buy
+5,561
New +$54.7K ﹤0.01% 874
2018
Q1 		– Sell
-653
Closed -$7K – 1468
2017
Q4 		$7K Buy
+653
New +$7.26K ﹤0.01% 982

Other funds holding HYT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its BlackRock Corporate High Yield Fund (HYT) stake by 1.8% in Q1 2026, selling an estimated $2.3K and leaving 14,477 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Carson Wealth (CWM LLC) first reported a position in HYT in Q4 2017 and has held it in 28 quarters since. The position peaked at $193K in Q4 2024. 191 funds tracked by Wall St. Rank hold HYT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,477 shares of BlackRock Corporate High Yield Fund worth $123K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 263 BlackRock Corporate High Yield Fund shares in Q1 2026, an estimated $2.3K.
  • BlackRock Corporate High Yield Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3093 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Corporate High Yield Fund in Q4 2017 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Corporate High Yield Fund position peaked at $193K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q1 2026.

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