Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock MuniAssets Fund MUA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.5K Hold
5,415
– – ﹤0.01% 3711
2025
Q4 		$58K Hold
5,415
– – ﹤0.01% 3490
2025
Q3 		$60K Hold
5,415
– – ﹤0.01% 3376
2025
Q2 		$56K Hold
5,415
– – ﹤0.01% 3191
2025
Q1 		$59K Hold
5,415
– – ﹤0.01% 2840
2024
Q4 		$60K Hold
5,415
– – ﹤0.01% 2664
2024
Q3 		$67K Buy
5,415
+2,625
+94% +$31.1K ﹤0.01% 2467
2024
Q2 		$32K Sell
2,790
-453
-14% -$5.05K ﹤0.01% 2787
2024
Q1 		$36K Sell
3,243
-891
-22% -$9.79K ﹤0.01% 2519
2023
Q4 		$44K Buy
4,134
+3
+0.1% +$29 ﹤0.01% 2248
2023
Q3 		$37K Sell
4,131
-2,690
-39% -$26.5K ﹤0.01% 2268
2023
Q2 		$69K Buy
6,821
+2,109
+45% +$21.7K ﹤0.01% 1783
2023
Q1 		$50K Buy
4,712
+3,523
+296% +$38.2K ﹤0.01% 1876
2022
Q4 		$13K Buy
1,189
+497
+72% +$5.07K ﹤0.01% 2656
2022
Q3 		$7K Buy
692
+239
+53% +$2.87K ﹤0.01% 2906
2022
Q2 		$6K Hold
453
– – ﹤0.01% 2899
2022
Q1 		$6K Hold
453
– – ﹤0.01% 2767
2021
Q4 		$7K Buy
+453
New +$7K ﹤0.01% 2561
2021
Q2 		$8K Hold
453
– – ﹤0.01% 2196
2021
Q1 		$8K Hold
453
– – ﹤0.01% 2196
2020
Q4 		$8K Hold
453
– – ﹤0.01% 2196
2020
Q3 		$8K Hold
453
– – ﹤0.01% 2196
2020
Q2 		$8K Hold
453
– – ﹤0.01% 2195
2020
Q1 		$8K Hold
453
– – ﹤0.01% 2195
2019
Q4 		$8K Hold
453
– – ﹤0.01% 2195
2019
Q3 		$8K Hold
453
– – ﹤0.01% 2195
2019
Q2 		$8K Hold
453
– – ﹤0.01% 2195
2019
Q1 		$8K Buy
+453
New +$6.38K ﹤0.01% 2195

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its BlackRock MuniAssets Fund (MUA) position steady in Q1 2026 at 5,415 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3711.

Carson Wealth (CWM LLC) first reported a position in MUA in Q1 2019 and has held it in 28 quarters since. The position peaked at $69K in Q2 2023. 100 funds tracked by Wall St. Rank hold MUA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,415 shares of BlackRock MuniAssets Fund worth $57.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its BlackRock MuniAssets Fund share count unchanged in Q1 2026.
  • BlackRock MuniAssets Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3711 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock MuniAssets Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock MuniAssets Fund position peaked at $69K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2026.

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