Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares California Muni Bond ETF CMF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.3M Buy
2025
Q2 		$6.87M Buy
2025
Q1 		$5.98M Buy
2024
Q4 		– Sell
2024
Q3 		$73K Buy
2024
Q2 		– Sell
2024
Q1 		$95K Buy
2022
Q1 		– Sell
2021
Q4 		$402K Buy