Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares National Muni Bond ETF MUB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.8M Buy
751,600
+63,676
+9% +$6.85M 0.21% 97
2025
Q4 		$73.7M Buy
687,924
+47,823
+7% +$5.12M 0.2% 100
2025
Q3 		$68.2M Buy
640,101
+123,450
+24% +$12.9M 0.21% 96
2025
Q2 		$54M Buy
516,651
+8,522
+2% +$886K 0.19% 105
2025
Q1 		$53.6M Sell
508,129
-175,402
-26% -$18.7M 0.21% 98
2024
Q4 		$72.8M Sell
683,531
-108,826
-14% -$11.7M 0.3% 63
2024
Q3 		$86.1M Buy
792,357
+112,854
+17% +$12.2M 0.37% 48
2024
Q2 		$72.4M Buy
679,503
+223,941
+49% +$23.9M 0.34% 50
2024
Q1 		$49M Buy
455,562
+126,223
+38% +$13.6M 0.24% 83
2023
Q4 		$35.7M Sell
329,339
-37,269
-10% -$3.89M 0.19% 102
2023
Q3 		$37.6M Buy
366,608
+4,275
+1% +$451K 0.23% 79
2023
Q2 		$38.7M Buy
362,333
+21,007
+6% +$2.25M 0.24% 76
2023
Q1 		$36.8M Buy
341,326
+25,773
+8% +$2.75M 0.25% 76
2022
Q4 		$33.3M Buy
315,553
+4,593
+1% +$479K 0.25% 85
2022
Q3 		$31.9M Buy
310,960
+136,210
+78% +$14.5M 0.25% 75
2022
Q2 		$18.6M Buy
174,750
+32,470
+23% +$3.46M 0.14% 139
2022
Q1 		$15.6M Buy
142,280
+30,861
+28% +$3.48M 0.11% 168
2021
Q4 		$13M Buy
+111,419
New +$12.9M 0.09% 188
2021
Q2 		$13.8M Hold
117,354
– – 0.11% 170
2021
Q1 		$13.8M Hold
117,354
– – 0.11% 170
2020
Q4 		$13.8M Hold
117,354
– – 0.11% 170
2020
Q3 		$13.8M Hold
117,354
– – 0.11% 170
2020
Q2 		$13.8M Hold
117,354
– – 0.11% 170
2020
Q1 		$13.8M Hold
117,354
– – 0.11% 170
2019
Q4 		$13.8M Hold
117,354
– – 0.11% 170
2019
Q3 		$13.8M Hold
117,354
– – 0.11% 170
2019
Q2 		$13.8M Hold
117,354
– – 0.11% 170
2019
Q1 		$13.8M Buy
117,354
+114,334
+3,786% +$12.5M 0.11% 170
2018
Q4 		$329K Buy
3,020
+493
+20% +$53K 0.01% 507
2018
Q3 		$273K Buy
2,527
+190
+8% +$20.7K 0.01% 458
2018
Q2 		$255K Sell
2,337
-8
-0.3% -$868 0.01% 389
2018
Q1 		$255K Buy
2,345
+747
+47% +$81.5K 0.01% 342
2017
Q4 		$177K Buy
1,598
+1,270
+387% +$141K 0.01% 360
2017
Q3 		$36K Buy
328
+229
+231% +$25.4K ﹤0.01% 582
2017
Q2 		$11K Sell
99
-9,863
-99% -$1.08M ﹤0.01% 761
2017
Q1 		$1.08M Buy
+9,962
New +$1.08M 0.06% 182
2016
Q4 		– Sell
-283
Closed -$32K – 1146
2016
Q3 		$32K Buy
+283
New +$32.1K ﹤0.01% 490
2013
Q4 		– Sell
-245
Closed -$26K – 641
2013
Q3 		$26K Buy
+245
New +$25.3K 0.01% 241

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares National Muni Bond ETF (MUB) stake by 9.3% in Q1 2026, buying an estimated $6.85M and bringing the position to 751,600 shares worth $79.8M. The position accounts for 0.21% of the portfolio, ranked #97.

Carson Wealth (CWM LLC) first reported a position in MUB in Q3 2013 and has held it in 38 quarters since. The position peaked at $86.1M in Q3 2024. 1,630 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 751,600 shares of iShares National Muni Bond ETF worth $79.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 63,676 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.85M.
  • iShares National Muni Bond ETF made up 0.21% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #97 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares National Muni Bond ETF in Q3 2013 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s iShares National Muni Bond ETF position peaked at $86.1M in Q3 2024.
  • 1,630 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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