Carson Wealth (CWM LLC)’s BlackRock MuniVest Fund MVF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,261	Closed	-$30K	–	5755
2025 Q4	$30K	Buy	4,261 +3,295	+341%	+$22.9K	﹤0.01%	3955
2025 Q3	$7K	Hold	966	–	–	﹤0.01%	4629
2025 Q2	$6K	Buy	+966	New	+$6.52K	﹤0.01%	4549
2024 Q4	–	Sell	-657	Closed	-$5K	–	5066
2024 Q3	$5K	Sell	657 -100	-13%	-$742	﹤0.01%	4113
2024 Q2	$5K	Hold	757	–	–	﹤0.01%	3881
2024 Q1	$5K	Buy	757 +657	+657%	+$4.6K	﹤0.01%	3676
2023 Q4	$1K	Hold	100	–	–	﹤0.01%	3983
2023 Q3	$1K	Buy	+100	New	+$659	﹤0.01%	4025
2023 Q2	–	Sell	-1,500	Closed	-$10K	–	4364
2023 Q1	$10K	Sell	1,500 -9	-0.6%	-$63	﹤0.01%	2954
2022 Q4	$11K	Hold	1,509	–	–	﹤0.01%	2757
2022 Q3	$10K	Hold	1,509	–	–	﹤0.01%	2686
2022 Q2	$11K	Buy	+1,509	New	+$11.4K	﹤0.01%	2526

Other funds holding MVF

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of BlackRock MuniVest Fund (MVF) in Q1 2026, closing a stake of 4,261 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in MVF in Q2 2022 and held it in 12 quarters. The position peaked at $30K in Q4 2025. 1 fund tracked by Wall St. Rank holds MVF as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining BlackRock MuniVest Fund position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 4,261 BlackRock MuniVest Fund shares in Q1 2026, an estimated $30K.
Carson Wealth (CWM LLC) first reported a position in BlackRock MuniVest Fund in Q2 2022 and held it in 12 quarters.
Carson Wealth (CWM LLC)'s BlackRock MuniVest Fund position peaked at $30K in Q4 2025.
1 fund tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q1 2026.

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