Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USHY Stock Details USHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.4M Buy
2,019,143
+375,750
+23% +$14M 0.2% 107
2025
Q4 		$61.5M Buy
1,643,393
+108,119
+7% +$4.05M 0.17% 121
2025
Q3 		$58M Buy
1,535,274
+15,974
+1% +$599K 0.17% 113
2025
Q2 		$57M Buy
1,519,300
+374,556
+33% +$13.7M 0.2% 100
2025
Q1 		$42.1M Buy
1,144,744
+8,318
+0.7% +$308K 0.17% 115
2024
Q4 		$41.8M Sell
1,136,426
-10,027
-0.9% -$373K 0.17% 105
2024
Q3 		$43.2M Sell
1,146,453
-28,153
-2% -$1.04M 0.19% 104
2024
Q2 		$42.6M Sell
1,174,606
-61,462
-5% -$2.22M 0.2% 103
2024
Q1 		$45.2M Sell
1,236,068
-8,705
-0.7% -$316K 0.22% 88
2023
Q4 		$45.2M Sell
1,244,773
-102,468
-8% -$3.59M 0.24% 83
2023
Q3 		$46.8M Buy
1,347,241
+14,622
+1% +$514K 0.29% 70
2023
Q2 		$47M Buy
1,332,619
+42,725
+3% +$1.5M 0.29% 67
2023
Q1 		$45.9M Sell
1,289,894
-303,216
-19% -$10.7M 0.31% 61
2022
Q4 		$55M Buy
1,593,110
+28,462
+2% +$984K 0.41% 50
2022
Q3 		$52.6M Buy
1,564,648
+140,522
+10% +$5M 0.42% 48
2022
Q2 		$49.3M Buy
1,424,126
+191,218
+16% +$7.01M 0.38% 50
2022
Q1 		$47.9M Buy
1,232,908
+234,784
+24% +$9.28M 0.34% 52
2021
Q4 		$41.1M Buy
+998,124
New +$41M 0.29% 63
2021
Q2 		$30.2M Hold
724,111
– – 0.24% 74
2021
Q1 		$30.2M Hold
724,111
– – 0.24% 74
2020
Q4 		$30.2M Hold
724,111
– – 0.24% 74
2020
Q3 		$30.2M Hold
724,111
– – 0.24% 74
2020
Q2 		$30.2M Hold
724,111
– – 0.24% 74
2020
Q1 		$30.2M Hold
724,111
– – 0.24% 74
2019
Q4 		$30.2M Hold
724,111
– – 0.24% 74
2019
Q3 		$30.2M Hold
724,111
– – 0.24% 74
2019
Q2 		$30.2M Sell
724,111
-144,822
-17% -$5.87M 0.24% 74
2019
Q1 		$30.2M Buy
+868,933
New +$34.6M 0.24% 74

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 23% in Q1 2026, buying an estimated $14M and bringing the position to 2,019,143 shares worth $74.4M. The position accounts for 0.2% of the portfolio, ranked #107.

Carson Wealth (CWM LLC) first reported a position in USHY in Q1 2019 and has held it in 28 quarters since. 652 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,019,143 shares of iShares Broad USD High Yield Corporate Bond ETF worth $74.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 375,750 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $14M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.2% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #107 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • 652 funds tracked by Wall St. Rank held iShares Broad USD 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.