Carson Wealth (CWM LLC)’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
24,342
+4,323
| +22% | +$101K | ﹤0.01% | 1534 |
|
|
2025
Q1 | $474K | Hold |
20,019
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q4 | $472K | Hold |
20,019
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q3 | $482K | Hold |
20,019
| – | – | ﹤0.01% | 1329 |
|
|
2024
Q2 | $471K | Buy |
20,019
+18,774
| +1,508% | +$442K | ﹤0.01% | 1215 |
|
|
2024
Q1 | $30K | Hold |
1,245
| – | – | ﹤0.01% | 2637 |
|
|
2023
Q4 | $30K | Sell |
1,245
-18,693
| -94% | -$450K | ﹤0.01% | 2509 |
|
|
2023
Q3 | $450K | Hold |
19,938
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q2 | $468K | Hold |
19,938
| – | – | ﹤0.01% | 958 |
|
|
2023
Q1 | $471K | Hold |
19,938
| – | – | ﹤0.01% | 906 |
|
|
2022
Q4 | $461K | Sell |
19,938
-925
| -4% | -$21.4K | ﹤0.01% | 833 |
|
|
2022
Q3 | $475K | Sell |
20,863
-615
| -3% | -$14K | ﹤0.01% | 757 |
|
|
2022
Q2 | $508K | Buy |
+21,478
| New | +$508K | ﹤0.01% | 726 |
|