Carson Wealth (CWM LLC)
BFK

Carson Wealth (CWM LLC)’s BlackRock Municipal Income Trust BFK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-342
Closed -$4K – 4908
2024
Q3 		$4K Hold
342
– – ﹤0.01% 4160
2024
Q2 		$3K Hold
342
– – ﹤0.01% 4041
2024
Q1 		$4K Hold
342
– – ﹤0.01% 3731
2023
Q4 		$3K Hold
342
– – ﹤0.01% 3663
2023
Q3 		$3K Hold
342
– – ﹤0.01% 3632
2023
Q2 		$3K Hold
342
– – ﹤0.01% 3602
2023
Q1 		$3K Hold
342
– – ﹤0.01% 3466
2022
Q4 		$3K Hold
342
– – ﹤0.01% 3373
2022
Q3 		$3K Hold
342
– – ﹤0.01% 3266
2022
Q2 		$4K Buy
+342
New +$3.98K ﹤0.01% 3049

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 BFK Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of BlackRock Municipal Income Trust (BFK) in Q4 2024, closing a stake of 342 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in BFK in Q2 2022 and held it in 10 quarters. The position peaked at $4K in Q3 2024. 88 funds tracked by Wall St. Rank hold BFK as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining BlackRock Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 342 BlackRock Municipal Income Trust shares in Q4 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Municipal Income Trust in Q2 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s BlackRock Municipal Income Trust position peaked at $4K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.