Carson Wealth (CWM LLC)’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHYL Stock Details SHYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.88K	Sell	200 -8,566	-98%	-$383K	﹤0.01%	4817
2025 Q4	$394K	Sell	8,766 -47	-0.5%	-$2.12K	﹤0.01%	2070
2025 Q3	$400K	Buy	+8,813	New	+$398K	﹤0.01%	1926
2025 Q1	–	Sell	-23	Closed	-$1K	–	5182
2024 Q4	$1K	Buy	+23	New	+$1.04K	﹤0.01%	4798
2024 Q1	–	Sell	-5,762	Closed	-$256K	–	4708
2023 Q4	$256K	Buy	+5,762	New	+$249K	﹤0.01%	1310

Other funds holding SHYL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 98% in Q1 2026, selling an estimated $383K and leaving 200 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #4817.

Carson Wealth (CWM LLC) first reported a position in SHYL in Q4 2023 and has held it in 5 quarters since. The position peaked at $400K in Q3 2025. 48 funds tracked by Wall St. Rank hold SHYL as of Q1 2026.

Carson Wealth (CWM LLC) held 200 shares of Xtrackers Short Duration High Yield Bond ETF worth $8.88K as of Q1 2026.
Carson Wealth (CWM LLC) sold 8,566 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2026, an estimated $383K.
Xtrackers Short Duration High Yield Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4817 holding.
Carson Wealth (CWM LLC) first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q4 2023 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s Xtrackers Short Duration High Yield Bond ETF position peaked at $400K in Q3 2025.
48 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2026.

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