Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYXF Stock Details HYXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
2,869
+11
+0.4% +$517 ﹤0.01% 3040
2025
Q4 		$135K Buy
2,858
+22
+0.8% +$1.04K ﹤0.01% 2848
2025
Q3 		$135K Buy
2,836
+17
+0.6% +$803 ﹤0.01% 2746
2025
Q2 		$134K Buy
2,819
+17
+0.6% +$788 ﹤0.01% 2476
2025
Q1 		$130K Buy
2,802
+1,755
+168% +$81.7K ﹤0.01% 2207
2024
Q4 		$48K Buy
1,047
+21
+2% +$981 ﹤0.01% 2833
2024
Q3 		$49K Sell
1,026
-158
-13% -$7.3K ﹤0.01% 2706
2024
Q2 		$53K Buy
1,184
+17
+1% +$766 ﹤0.01% 2442
2024
Q1 		$53K Buy
1,167
+81
+7% +$3.68K ﹤0.01% 2255
2023
Q4 		$49K Buy
1,086
+177
+19% +$7.73K ﹤0.01% 2193
2023
Q3 		$39K Buy
909
+11
+1% +$483 ﹤0.01% 2220
2023
Q2 		$40K Buy
898
+11
+1% +$482 ﹤0.01% 2134
2023
Q1 		$39K Buy
887
+6
+0.7% +$264 ﹤0.01% 2046
2022
Q4 		$38K Sell
881
-228
-21% -$9.87K ﹤0.01% 1912
2022
Q3 		$47K Sell
1,109
-655
-37% -$29.3K ﹤0.01% 1685
2022
Q2 		$77K Sell
1,764
-65,834
-97% -$3.02M ﹤0.01% 1422
2022
Q1 		$3.29M Buy
67,598
+66,922
+9,900% +$3.31M 0.02% 348
2021
Q4 		$35K Buy
+676
New +$35K ﹤0.01% 1721
2021
Q2 		$36K Hold
676
– – ﹤0.01% 1540
2021
Q1 		$36K Hold
676
– – ﹤0.01% 1540
2020
Q4 		$36K Hold
676
– – ﹤0.01% 1540
2020
Q3 		$36K Hold
676
– – ﹤0.01% 1540
2020
Q2 		$36K Hold
676
– – ﹤0.01% 1540
2020
Q1 		$36K Hold
676
– – ﹤0.01% 1540
2019
Q4 		$36K Hold
676
– – ﹤0.01% 1540
2019
Q3 		$36K Hold
676
– – ﹤0.01% 1540
2019
Q2 		$36K Hold
676
– – ﹤0.01% 1540
2019
Q1 		$36K Buy
+676
New +$34K ﹤0.01% 1540

Other funds holding HYXF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 0.38% in Q1 2026, buying an estimated $517 and bringing the position to 2,869 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

Carson Wealth (CWM LLC) first reported a position in HYXF in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.29M in Q1 2022. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,869 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $133K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $517.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3040 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $3.29M in Q1 2022.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

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