Carson Wealth (CWM LLC)
SHYG icon

Carson Wealth (CWM LLC)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.26M Sell
100,656
-16,067
-14% -$686K 0.01% 883
2025
Q4 		$5M Buy
116,723
+7,387
+7% +$317K 0.01% 773
2025
Q3 		$4.73M Buy
109,336
+17,294
+19% +$745K 0.01% 742
2025
Q2 		$3.97M Buy
92,042
+4,017
+5% +$170K 0.01% 667
2025
Q1 		$3.74M Buy
88,025
+30,777
+54% +$1.32M 0.01% 607
2024
Q4 		$2.44M Buy
57,248
+2,025
+4% +$87K 0.01% 710
2024
Q3 		$2.4M Buy
55,223
+9,814
+22% +$419K 0.01% 644
2024
Q2 		$1.92M Buy
45,409
+5,316
+13% +$224K 0.01% 658
2024
Q1 		$1.71M Sell
40,093
-13,151
-25% -$557K 0.01% 671
2023
Q4 		$2.25M Buy
53,244
+4,187
+9% +$173K 0.01% 556
2023
Q3 		$2.01M Buy
49,057
+12,048
+33% +$498K 0.01% 544
2023
Q2 		$1.53M Sell
37,009
-923
-2% -$38K 0.01% 583
2023
Q1 		$1.58M Sell
37,932
-2,921,839
-99% -$121M 0.01% 524
2022
Q4 		$121M Buy
2,959,771
+2,856,036
+2,753% +$117M 0.89% 20
2022
Q3 		$4.14M Buy
103,735
+3,336
+3% +$138K 0.03% 312
2022
Q2 		$4.07M Buy
100,399
+84,370
+526% +$3.57M 0.03% 322
2022
Q1 		$705K Sell
16,029
-2,534
-14% -$112K 0.01% 640
2021
Q4 		$841K Buy
+18,563
New +$841K 0.01% 613
2021
Q2 		$468K Hold
10,168
– – ﹤0.01% 691
2021
Q1 		$468K Hold
10,168
– – ﹤0.01% 691
2020
Q4 		$468K Hold
10,168
– – ﹤0.01% 691
2020
Q3 		$468K Hold
10,168
– – ﹤0.01% 691
2020
Q2 		$468K Hold
10,168
– – ﹤0.01% 691
2020
Q1 		$468K Hold
10,168
– – ﹤0.01% 691
2019
Q4 		$468K Hold
10,168
– – ﹤0.01% 691
2019
Q3 		$468K Hold
10,168
– – ﹤0.01% 691
2019
Q2 		$468K Hold
10,168
– – ﹤0.01% 691
2019
Q1 		$468K Buy
+10,168
New +$469K ﹤0.01% 691
2018
Q4 		– Sell
-398
Closed -$19K – 2225
2018
Q3 		$19K Buy
398
+99
+33% +$4.63K ﹤0.01% 968
2018
Q2 		$14K Buy
+299
New +$14K ﹤0.01% 918

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 SHYG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 14% in Q1 2026, selling an estimated $686K and leaving 100,656 shares worth $4.26M. The position accounts for 0.01% of the portfolio, ranked #883.

Carson Wealth (CWM LLC) first reported a position in SHYG in Q2 2018 and has held it in 30 quarters since. The position peaked at $121M in Q4 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100,656 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $4.26M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 16,067 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $686K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #883 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $121M in Q4 2022.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year 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.