Advisory Services Network’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Advisory Services Network’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	$481K	Buy	9,219 +221	+2%	+$11.7K	0.01%	1314
2025 Q4	$472K	Buy	8,998 +402	+5%	+$21.1K	0.01%	1244
2025 Q3	$449K	Buy	8,596 +611	+8%	+$31.5K	0.01%	1246
2025 Q2	$408K	Buy	7,985 +2,718	+52%	+$139K	0.01%	1242
2025 Q1	$272K	Buy	5,267 +51	+1%	+$2.65K	0.01%	1359
2024 Q4	$270K	Sell	5,216 -4,457	-46%	-$233K	0.01%	1350
2024 Q3	$504K	Hold	9,673	–	–	0.01%	990
2024 Q2	$504K	Sell	9,673 -516	-5%	-$26.8K	0.01%	990
2024 Q1	$535K	Sell	10,189 -1,387	-12%	-$72.9K	0.01%	934
2023 Q4	$611K	Buy	11,576 +3,142	+37%	+$160K	0.01%	814
2023 Q3	$422K	Buy	8,434 +4,083	+94%	+$209K	0.01%	989
2023 Q2	$226K	Buy	4,351 +642	+17%	+$33.3K	0.01%	1250
2023 Q1	$194K	Sell	3,709 -560	-13%	-$29.1K	0.01%	1317
2022 Q4	$219K	Buy	+4,269	New	+$217K	0.01%	1232
2021 Q3	–	Sell	-2,610	Closed	-$148K	–	2545
2021 Q2	$148K	Buy	+2,610	New	+$148K	﹤0.01%	1409
2021 Q1	–	Sell	-1,299	Closed	-$74K	–	2347
2020 Q4	$74K	Buy	+1,299	New	+$73.2K	﹤0.01%	1472

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

Advisory Services Network's MUNI Position: Q1 2026 in Review

Advisory Services Network increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.5% in Q1 2026, buying an estimated $11.7K and bringing the position to 9,219 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #1314.

Advisory Services Network first reported a position in MUNI in Q4 2020 and has held it in 16 quarters since. The position peaked at $611K in Q4 2023. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Advisory Services Network held 9,219 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $481K as of Q1 2026.
Advisory Services Network bought 221 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $11.7K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1314 holding.
Advisory Services Network first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2020 and has held it in 16 quarters since.
Advisory Services Network's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $611K in Q4 2023.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.