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
2026 Q1	$6.42M	Sell	112,944 -16,087	-12%	-$928K	0.02%	707
2025 Q4	$7.41M	Buy	129,031 +968	+0.8%	+$55.6K	0.02%	629
2025 Q3	$7.3M	Buy	128,063 +4,804	+4%	+$269K	0.02%	577
2025 Q2	$6.87M	Buy	123,259 +17,070	+16%	+$948K	0.02%	501
2025 Q1	$5.98M	Buy	+106,189	New	+$6.04M	0.02%	475
2024 Q4	–	Sell	-1,256	Closed	-$73K	–	4934
2024 Q3	$73K	Buy	+1,256	New	+$72.3K	﹤0.01%	2395
2024 Q2	–	Sell	-1,659	Closed	-$95K	–	4625
2024 Q1	$95K	Buy	+1,659	New	+$95.7K	﹤0.01%	1907
2022 Q1	–	Sell	-6,457	Closed	-$402K	–	3557
2021 Q4	$402K	Buy	+6,457	New	+$401K	﹤0.01%	789

Other funds holding CMF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares California Muni Bond ETF (CMF) stake by 12% in Q1 2026, selling an estimated $928K and leaving 112,944 shares worth $6.42M. The position accounts for 0.02% of the portfolio, ranked #707.

Carson Wealth (CWM LLC) first reported a position in CMF in Q4 2021 and has held it in 8 quarters since. The position peaked at $7.41M in Q4 2025. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Carson Wealth (CWM LLC) held 112,944 shares of iShares California Muni Bond ETF worth $6.42M as of Q1 2026.
Carson Wealth (CWM LLC) sold 16,087 iShares California Muni Bond ETF shares in Q1 2026, an estimated $928K.
iShares California Muni Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #707 holding.
Carson Wealth (CWM LLC) first reported a position in iShares California Muni Bond ETF in Q4 2021 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s iShares California Muni Bond ETF position peaked at $7.41M in Q4 2025.
351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.