Carson Advisory’s Western Asset Managed Municipals Fund MMU Stock Holding History

Carson Advisory’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$413K	Hold	39,604	–	–	0.19%	112
2026 Q1	$407K	Sell	39,604 -4,000	-9%	-$42K	0.21%	98
2025 Q4	$455K	Hold	43,604	–	–	0.24%	88
2025 Q3	$451K	Sell	43,604 -2,500	-5%	-$25.1K	0.24%	84
2025 Q2	$456K	Sell	46,104 -3,000	-6%	-$29.7K	0.29%	79
2025 Q1	$505K	Buy	49,104 +5,335	+12%	+$55.2K	0.34%	73
2024 Q4	$446K	Buy	43,769 +3,465	+9%	+$36.4K	0.31%	74
2024 Q3	$437K	Buy	40,304 +1,000	+3%	+$10.7K	0.27%	89
2024 Q2	$407K	Buy	39,304 +3,000	+8%	+$30.4K	0.29%	90
2024 Q1	$379K	Buy	+36,304	New	+$370K	0.27%	98

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Carson Advisory's MMU Position: Q2 2026 in Review

Carson Advisory held its Western Asset Managed Municipals Fund (MMU) position steady in Q2 2026 at 39,604 shares worth $413K. The position accounts for 0.19% of the portfolio, ranked #112.

Carson Advisory first reported a position in MMU in Q1 2024 and has held it in 10 quarters since. The position peaked at $505K in Q1 2025. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Carson Advisory held 39,604 shares of Western Asset Managed Municipals Fund worth $413K as of Q2 2026.
Carson Advisory left its Western Asset Managed Municipals Fund share count unchanged in Q2 2026.
Western Asset Managed Municipals Fund made up 0.19% of Carson Advisory's portfolio in Q2 2026, its #112 holding.
Carson Advisory first reported a position in Western Asset Managed Municipals Fund in Q1 2024 and has held it in 10 quarters since.
Carson Advisory's Western Asset Managed Municipals Fund position peaked at $505K in Q1 2025.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.