Carson Wealth (CWM LLC)’s iShares Long-Term National Muni Bond ETF LMUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.6M	Buy	+152,220	New	+$7.7M	0.02%	653

Other funds holding LMUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

KCM

KM Capital Management Austin, Texas $213M AUM 21.82% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in iShares Long-Term National Muni Bond ETF (LMUB) in Q1 2026: 152,220 shares worth $7.6M. The stake represents 0.02% of the portfolio and ranks #653 among its holdings.

143 funds tracked by Wall St. Rank hold LMUB as of Q1 2026.

Carson Wealth (CWM LLC) held 152,220 shares of iShares Long-Term National Muni Bond ETF worth $7.6M as of Q1 2026.
iShares Long-Term National Muni Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
iShares Long-Term National Muni Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #653 holding.
143 funds tracked by Wall St. Rank held iShares Long-Term National Muni Bond ETF as of Q1 2026.

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