Carson Wealth (CWM LLC)’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INMU Stock Details INMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Buy	46,795 +12,010	+35%	+$291K	﹤0.01%	1479
2025 Q4	$836K	Buy	34,785 +832	+2%	+$20K	﹤0.01%	1607
2025 Q3	$813K	Buy	33,953 +9,611	+39%	+$226K	﹤0.01%	1524
2025 Q2	$570K	Buy	24,342 +4,323	+22%	+$101K	﹤0.01%	1535
2025 Q1	$474K	Hold	20,019	–	–	﹤0.01%	1466
2024 Q4	$472K	Hold	20,019	–	–	﹤0.01%	1400
2024 Q3	$482K	Hold	20,019	–	–	﹤0.01%	1330
2024 Q2	$471K	Buy	20,019 +18,774	+1,508%	+$442K	﹤0.01%	1216
2024 Q1	$30K	Hold	1,245	–	–	﹤0.01%	2639
2023 Q4	$30K	Sell	1,245 -18,693	-94%	-$430K	﹤0.01%	2511
2023 Q3	$450K	Hold	19,938	–	–	﹤0.01%	1014
2023 Q2	$468K	Hold	19,938	–	–	﹤0.01%	960
2023 Q1	$471K	Hold	19,938	–	–	﹤0.01%	908
2022 Q4	$461K	Sell	19,938 -925	-4%	-$21.3K	﹤0.01%	835
2022 Q3	$475K	Sell	20,863 -615	-3%	-$14.6K	﹤0.01%	759
2022 Q2	$508K	Buy	+21,478	New	+$509K	﹤0.01%	728

Other funds holding INMU

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BlackRock Intermediate Muni Income Bond ETF (INMU) stake by 35% in Q1 2026, buying an estimated $291K and bringing the position to 46,795 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Carson Wealth (CWM LLC) first reported a position in INMU in Q2 2022 and has held it in 16 quarters since. 104 funds tracked by Wall St. Rank hold INMU as of Q1 2026.

Carson Wealth (CWM LLC) held 46,795 shares of BlackRock Intermediate Muni Income Bond ETF worth $1.12M as of Q1 2026.
Carson Wealth (CWM LLC) bought 12,010 BlackRock Intermediate Muni Income Bond ETF shares in Q1 2026, an estimated $291K.
BlackRock Intermediate Muni Income Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1479 holding.
Carson Wealth (CWM LLC) first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q2 2022 and has held it in 16 quarters since.
104 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q1 2026.

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