Carson Wealth (CWM LLC)’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $135K | Buy |
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|
2025
Q2 | $134K | Buy |
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|
2025
Q1 | $130K | Buy |
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|
2024
Q4 | $48K | Buy |
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|
2024
Q3 | $49K | Sell |
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|
2024
Q2 | $53K | Buy |
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|
2024
Q1 | $53K | Buy |
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|
2023
Q4 | $49K | Buy |
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|
2023
Q3 | $39K | Buy |
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|
2023
Q2 | $40K | Buy |
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|
2023
Q1 | $39K | Buy |
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|
2022
Q4 | $38K | Sell |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $77K | Sell |
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $36K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $36K | Hold |
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|
2019
Q2 | $36K | Hold |
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|
2019
Q1 | $36K | Buy |
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