Ashton Thomas Private Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Ashton Thomas Private Wealth’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	$779K	Buy	14,917 +1,924	+15%	+$101K	0.02%	604
2025 Q4	$683K	Buy	12,993 +1,309	+11%	+$68.7K	0.02%	589
2025 Q3	$611K	Buy	11,684 +4	+0%	+$206	0.02%	599
2025 Q2	$600K	Sell	11,680 -7,298	-38%	-$372K	0.02%	534
2025 Q1	$978K	Buy	18,978 +232	+1%	+$12K	0.04%	381
2024 Q4	$972K	Buy	18,746 +1,322	+8%	+$69.1K	0.04%	383
2024 Q3	$923K	Hold	17,424	–	–	0.05%	329
2024 Q2	$907K	Hold	17,424	–	–	0.05%	319
2024 Q1	$914K	Buy	17,424 +6,700	+62%	+$352K	0.05%	314
2023 Q4	$566K	Sell	10,724 -4,328	-29%	-$220K	0.04%	396
2023 Q3	$754K	Sell	15,052 -3,368	-18%	-$173K	0.06%	329
2023 Q2	$955K	Sell	18,420 -2,039	-10%	-$106K	0.07%	279
2023 Q1	$1.07M	Buy	20,459 +383	+2%	+$19.9K	0.09%	243
2022 Q4	$1.03M	Buy	+20,076	New	+$1.02M	0.1%	227

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

Ashton Thomas Private Wealth's MUNI Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 15% in Q1 2026, buying an estimated $101K and bringing the position to 14,917 shares worth $779K. The position accounts for 0.02% of the portfolio, ranked #604.

Ashton Thomas Private Wealth first reported a position in MUNI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q1 2023. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Ashton Thomas Private Wealth held 14,917 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $779K as of Q1 2026.
Ashton Thomas Private Wealth bought 1,924 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $101K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #604 holding.
Ashton Thomas Private Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
Ashton Thomas Private Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.07M in Q1 2023.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.