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Advisornet Financial’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Advisornet Financial’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 		$333K Buy
6,382
+357
+6% +$18.8K 0.02% 488
2025
Q4 		$316K Buy
6,025
+412
+7% +$21.6K 0.02% 488
2025
Q3 		$293K Sell
5,613
-752
-12% -$38.7K 0.02% 499
2025
Q2 		$327K Buy
6,365
+3,574
+128% +$182K 0.02% 456
2025
Q1 		$144K Sell
2,791
-1,720
-38% -$89.2K 0.01% 626
2024
Q4 		$233K Sell
4,511
-13,464
-75% -$703K 0.02% 476
2024
Q3 		$952K Buy
17,975
+140
+0.8% +$7.35K 0.07% 233
2024
Q2 		$929K Buy
17,835
+143
+0.8% +$7.43K 0.08% 215
2024
Q1 		$928K Buy
17,692
+132
+0.8% +$6.93K 0.09% 213
2023
Q4 		$927K Buy
17,560
+127
+0.7% +$6.46K 0.09% 226
2023
Q3 		$873K Buy
17,433
+126
+0.7% +$6.46K 0.08% 224
2023
Q2 		$897K Buy
17,307
+116
+0.7% +$6.02K 0.08% 225
2023
Q1 		$898K Buy
17,191
+114
+0.7% +$5.92K 0.08% 225
2022
Q4 		$877K Sell
17,077
-6,469
-27% -$328K 0.09% 222
2022
Q3 		$1.18M Buy
23,546
+610
+3% +$31.6K 0.12% 185
2022
Q2 		$1.18M Buy
22,936
+3,530
+18% +$183K 0.12% 185
2022
Q1 		$1.03M Buy
19,406
+559
+3% +$30.6K 0.06% 246
2021
Q4 		$1.06M Buy
18,847
+60
+0.3% +$3.37K 0.07% 251
2021
Q3 		$1.06M Buy
18,787
+967
+5% +$54.9K 0.07% 226
2021
Q2 		$1.01M Buy
17,820
+59
+0.3% +$3.34K 0.07% 252
2021
Q1 		$998K Sell
17,761
-1,122
-6% -$63.5K 0.07% 241
2020
Q4 		$1.07M Sell
18,883
-828
-4% -$46.6K 0.09% 213
2020
Q3 		$1.11M Buy
19,711
+888
+5% +$50K 0.1% 198
2020
Q2 		$1.05M Buy
18,823
+2,580
+16% +$142K 0.08% 211
2020
Q1 		$886K Buy
16,243
+1,874
+13% +$103K 0.08% 214
2019
Q4 		$793K Buy
14,369
+68
+0.5% +$3.75K 0.07% 248
2019
Q3 		$791K Buy
14,301
+57
+0.4% +$3.15K 0.07% 246
2019
Q2 		$781K Buy
14,244
+61
+0.4% +$3.31K 0.09% 223
2019
Q1 		$765K Buy
14,183
+64
+0.5% +$3.41K 0.09% 211
2018
Q4 		$746K Buy
14,119
+65
+0.5% +$3.4K 0.1% 192
2018
Q3 		$738K Buy
14,054
+6,511
+86% +$343K 0.09% 209
2018
Q2 		$399K Buy
7,543
+400
+6% +$21.1K 0.05% 271
2018
Q1 		$377K Hold
7,143
– – 0.05% 274
2017
Q4 		$383K Buy
+7,143
New +$383K 0.06% 241

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisornet Financial's MUNI Position: Q1 2026 in Review

Advisornet Financial increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.9% in Q1 2026, buying an estimated $18.8K and bringing the position to 6,382 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #488.

Advisornet Financial first reported a position in MUNI in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.18M in Q2 2022. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Advisornet Financial held 6,382 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $333K as of Q1 2026.
  • Advisornet Financial bought 357 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $18.8K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #488 holding.
  • Advisornet Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.18M in Q2 2022.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.