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 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 $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

HWAM

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

Carson Advisory's MMU Position: Q1 2026 in Review

Carson Advisory reduced its Western Asset Managed Municipals Fund (MMU) stake by 9.2% in Q1 2026, selling an estimated $42K and leaving 39,604 shares worth $407K. The position accounts for 0.21% of the portfolio, ranked #98.

Carson Advisory first reported a position in MMU in Q1 2024 and has held it in 9 quarters since. The position peaked at $505K in Q1 2025. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

Carson Advisory held 39,604 shares of Western Asset Managed Municipals Fund worth $407K as of Q1 2026.
Carson Advisory sold 4,000 Western Asset Managed Municipals Fund shares in Q1 2026, an estimated $42K.
Western Asset Managed Municipals Fund made up 0.21% of Carson Advisory's portfolio in Q1 2026, its #98 holding.
Carson Advisory first reported a position in Western Asset Managed Municipals Fund in Q1 2024 and has held it in 9 quarters since.
Carson Advisory's Western Asset Managed Municipals Fund position peaked at $505K in Q1 2025.
110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.