Carson Wealth (CWM LLC)
ITM icon

Carson Wealth (CWM LLC)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$835K Sell
17,978
-915
-5% -$43.3K ﹤0.01% 1658
2025
Q4 		$891K Sell
18,893
-360
-2% -$16.9K ﹤0.01% 1562
2025
Q3 		$897K Sell
19,253
-7,823
-29% -$358K ﹤0.01% 1479
2025
Q2 		$1.23M Hold
27,076
– – ﹤0.01% 1152
2025
Q1 		$1.23M Sell
27,076
-6,258
-19% -$288K ﹤0.01% 1031
2024
Q4 		$1.54M Buy
33,334
+8,378
+34% +$388K 0.01% 888
2024
Q3 		$1.17M Sell
24,956
-1,742
-7% -$80.9K 0.01% 936
2024
Q2 		$1.22M Hold
26,698
– – 0.01% 803
2024
Q1 		$1.24M Sell
26,698
-2,385
-8% -$111K 0.01% 776
2023
Q4 		$1.37M Sell
29,083
-11,521
-28% -$519K 0.01% 684
2023
Q3 		$1.79M Sell
40,604
-344,451
-89% -$15.7M 0.01% 570
2023
Q2 		$17.7M Buy
385,055
+35,973
+10% +$1.66M 0.11% 171
2023
Q1 		$16.2M Buy
349,082
+15,111
+5% +$697K 0.11% 167
2022
Q4 		$15.2M Buy
333,971
+64,919
+24% +$2.91M 0.11% 161
2022
Q3 		$11.7M Buy
269,052
+23,752
+10% +$1.09M 0.09% 178
2022
Q2 		$11.2M Buy
245,300
+74,146
+43% +$3.39M 0.09% 181
2022
Q1 		$8.1M Buy
171,154
+59,463
+53% +$2.93M 0.06% 234
2021
Q4 		$5.73M Buy
+111,691
New +$5.72M 0.04% 282
2021
Q2 		$5.98M Hold
115,428
– – 0.05% 270
2021
Q1 		$5.98M Hold
115,428
– – 0.05% 270
2020
Q4 		$5.98M Hold
115,428
– – 0.05% 270
2020
Q3 		$5.98M Hold
115,428
– – 0.05% 270
2020
Q2 		$5.98M Hold
115,428
– – 0.05% 270
2020
Q1 		$5.98M Hold
115,428
– – 0.05% 270
2019
Q4 		$5.98M Hold
115,428
– – 0.05% 270
2019
Q3 		$5.98M Hold
115,428
– – 0.05% 270
2019
Q2 		$5.98M Hold
115,428
– – 0.05% 270
2019
Q1 		$5.98M Buy
+115,428
New +$5.54M 0.05% 270
2017
Q2 		– Sell
-487
Closed -$23K – 1247
2017
Q1 		$23K Buy
+487
New +$22.7K ﹤0.01% 581
2016
Q4 		– Sell
-713
Closed -$35K – 1136
2016
Q3 		$35K Buy
+713
New +$35.2K ﹤0.01% 476

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its VanEck Intermediate Muni ETF (ITM) stake by 4.8% in Q1 2026, selling an estimated $43.3K and leaving 17,978 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Carson Wealth (CWM LLC) first reported a position in ITM in Q3 2016 and has held it in 30 quarters since. The position peaked at $17.7M in Q2 2023. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,978 shares of VanEck Intermediate Muni ETF worth $835K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 915 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $43.3K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1658 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Intermediate Muni ETF in Q3 2016 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck Intermediate Muni ETF position peaked at $17.7M in Q2 2023.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

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