Carson Wealth (CWM LLC)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.8M	Buy	993,470 +70,761	+8%	+$3.73M	0.14%	151
2025 Q4	$48.4M	Buy	922,709 +56,437	+7%	+$2.96M	0.13%	148
2025 Q3	$45.3M	Buy	866,272 +39,410	+5%	+$2.03M	0.14%	136
2025 Q2	$42.5M	Sell	826,862 -771,449	-48%	-$39.4M	0.15%	129
2025 Q1	$82.4M	Buy	1,598,311 +79,123	+5%	+$4.1M	0.33%	62
2024 Q4	$78.6M	Buy	1,519,188 +49,841	+3%	+$2.6M	0.33%	56
2024 Q3	$77.8M	Buy	1,469,347 +148,030	+11%	+$7.78M	0.33%	53
2024 Q2	$68.8M	Sell	1,321,317 -15,243	-1%	-$792K	0.32%	56
2024 Q1	$70.1M	Buy	1,336,560 +108,604	+9%	+$5.7M	0.34%	54
2023 Q4	$64.8M	Buy	1,227,956 +137,265	+13%	+$6.99M	0.35%	52
2023 Q3	$54.6M	Buy	1,090,691 +40,070	+4%	+$2.05M	0.33%	60
2023 Q2	$54.5M	Sell	1,050,621 -39	-0%	-$2.02K	0.34%	57
2023 Q1	$54.9M	Sell	1,050,660 -66,297	-6%	-$3.44M	0.37%	49
2022 Q4	$57.4M	Sell	1,116,957 -152,134	-12%	-$7.72M	0.42%	48
2022 Q3	$63.6M	Buy	1,269,091 +168,555	+15%	+$8.72M	0.51%	42
2022 Q2	$56.7M	Buy	1,100,536 +110,614	+11%	+$5.72M	0.44%	46
2022 Q1	$52.5M	Buy	989,922 +21,169	+2%	+$1.16M	0.37%	50
2021 Q4	$54.4M	Buy	+968,753	New	+$54.5M	0.38%	47
2021 Q2	$48.2M	Hold	849,856	–	–	0.38%	46
2021 Q1	$48.2M	Hold	849,856	–	–	0.38%	46
2020 Q4	$48.2M	Hold	849,856	–	–	0.38%	46
2020 Q3	$48.2M	Hold	849,856	–	–	0.38%	46
2020 Q2	$48.2M	Hold	849,856	–	–	0.38%	46
2020 Q1	$48.2M	Hold	849,856	–	–	0.38%	46
2019 Q4	$48.2M	Hold	849,856	–	–	0.38%	46
2019 Q3	$48.2M	Hold	849,856	–	–	0.38%	46
2019 Q2	$48.2M	Hold	849,856	–	–	0.38%	46
2019 Q1	$48.2M	Buy	+849,856	New	+$45.3M	0.38%	46

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.7% in Q1 2026, buying an estimated $3.73M and bringing the position to 993,470 shares worth $51.8M. The position accounts for 0.14% of the portfolio, ranked #151.

Carson Wealth (CWM LLC) first reported a position in MUNI in Q1 2019 and has held it in 28 quarters since. The position peaked at $82.4M in Q1 2025. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Carson Wealth (CWM LLC) held 993,470 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $51.8M as of Q1 2026.
Carson Wealth (CWM LLC) bought 70,761 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $3.73M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.14% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #151 holding.
Carson Wealth (CWM LLC) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2019 and has held it in 28 quarters since.
Carson Wealth (CWM LLC)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $82.4M in Q1 2025.
436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

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