49 Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

49 Wealth Management’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	$932K	Hold	17,866	–	–	0.07%	78
2025 Q4	$936K	Buy	17,866 +8,586	+93%	+$451K	0.08%	77
2025 Q3	$485K	Buy	9,280 +838	+10%	+$43.2K	0.05%	97
2025 Q2	$434K	Sell	8,442 -867	-9%	-$44.2K	0.05%	95
2025 Q1	$480K	Buy	9,309 +1,513	+19%	+$78.5K	0.06%	97
2024 Q4	$403K	Buy	7,796 +805	+12%	+$42.1K	0.06%	97
2024 Q3	$370K	Sell	6,991 -164	-2%	-$8.61K	0.06%	103
2024 Q2	$370K	Sell	7,155 -690	-9%	-$35.9K	0.07%	99
2024 Q1	$410K	Sell	7,845 -252	-3%	-$13.2K	0.09%	70
2023 Q4	$428K	Buy	+8,097	New	+$412K	0.11%	59

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 $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

49 Wealth Management's MUNI Position: Q1 2026 in Review

49 Wealth Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 17,866 shares worth $932K. The position accounts for 0.07% of the portfolio, ranked #78.

49 Wealth Management first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. The position peaked at $936K in Q4 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

49 Wealth Management held 17,866 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $932K as of Q1 2026.
49 Wealth Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.07% of 49 Wealth Management's portfolio in Q1 2026, its #78 holding.
49 Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $936K in Q4 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.