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

Carson Wealth (CWM LLC)’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.3M Sell
49,746
-3,778
-7% -$404K 0.01% 794
2025
Q4 		$5.71M Buy
53,524
+8,486
+19% +$904K 0.02% 726
2025
Q3 		$4.81M Sell
45,038
-229
-0.5% -$24.5K 0.01% 734
2025
Q2 		$4.81M Buy
45,267
+6,259
+16% +$661K 0.02% 599
2025
Q1 		$4.12M Buy
39,008
+8,812
+29% +$932K 0.02% 586
2024
Q4 		$3.19M Buy
30,196
+5,661
+23% +$598K 0.01% 601
2024
Q3 		$2.6M Buy
24,535
+2,027
+9% +$214K 0.01% 619
2024
Q2 		$2.35M Sell
22,508
-2,095
-9% -$219K 0.01% 603
2024
Q1 		$2.58M Buy
24,603
+234
+1% +$24.6K 0.01% 555
2023
Q4 		$2.57M Buy
24,369
+5,749
+31% +$598K 0.01% 532
2023
Q3 		$1.92M Sell
18,620
-1,274
-6% -$132K 0.01% 553
2023
Q2 		$2.07M Buy
19,894
+923
+5% +$96.1K 0.01% 512
2023
Q1 		$1.99M Sell
18,971
-284
-1% -$29.6K 0.01% 480
2022
Q4 		$2.01M Sell
19,255
-1,155
-6% -$120K 0.01% 446
2022
Q3 		$2.1M Buy
20,410
+9,772
+92% +$1.02M 0.02% 411
2022
Q2 		$1.11M Buy
10,638
+8,869
+501% +$923K 0.01% 541
2022
Q1 		$185K Sell
1,769
-69
-4% -$7.3K ﹤0.01% 1067
2021
Q4 		$197K Buy
+1,838
New +$197K ﹤0.01% 1031
2021
Q2 		$166K Hold
1,543
– – ﹤0.01% 966
2021
Q1 		$166K Hold
1,543
– – ﹤0.01% 966
2020
Q4 		$166K Hold
1,543
– – ﹤0.01% 966
2020
Q3 		$166K Hold
1,543
– – ﹤0.01% 966
2020
Q2 		$166K Hold
1,543
– – ﹤0.01% 966
2020
Q1 		$166K Hold
1,543
– – ﹤0.01% 966
2019
Q4 		$166K Hold
1,543
– – ﹤0.01% 966
2019
Q3 		$166K Hold
1,543
– – ﹤0.01% 966
2019
Q2 		$166K Hold
1,543
– – ﹤0.01% 966
2019
Q1 		$166K Buy
1,543
+511
+50% +$54K ﹤0.01% 966
2018
Q4 		$109K Sell
1,032
-68
-6% -$7.12K ﹤0.01% 708
2018
Q3 		$115K Buy
1,100
+372
+51% +$39.1K ﹤0.01% 595
2018
Q2 		$76K Sell
728
-70
-9% -$7.33K ﹤0.01% 565
2018
Q1 		$84K Buy
+798
New +$83.7K ﹤0.01% 476
2014
Q1 		– Sell
-23
Closed -$2K – 441
2013
Q4 		$2K Buy
+23
New +$2.44K ﹤0.01% 594

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.1% in Q1 2026, selling an estimated $404K and leaving 49,746 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #794.

Carson Wealth (CWM LLC) first reported a position in SUB in Q4 2013 and has held it in 33 quarters since. The position peaked at $5.71M in Q4 2025. 886 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 49,746 shares of iShares Short-Term National Muni Bond ETF worth $5.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,778 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $404K.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #794 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2013 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Short-Term National Muni Bond ETF position peaked at $5.71M in Q4 2025.
  • 886 funds tracked by Wall St. Rank held iShares Short-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.