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

Avaii 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	$691K	Buy	13,232 +179	+1%	+$9.44K	0.24%	56
2025 Q4	$684K	Sell	13,053 -810	-6%	-$42.5K	0.25%	50
2025 Q3	$725K	Sell	13,863 -74	-0.5%	-$3.81K	0.28%	49
2025 Q2	$716K	Sell	13,937 -3,538	-20%	-$181K	0.32%	42
2025 Q1	$901K	Buy	17,475 +69	+0.4%	+$3.58K	0.48%	28
2024 Q4	$900K	Sell	17,406 -388	-2%	-$20.3K	0.44%	31
2024 Q3	$943K	Sell	17,794 -60	-0.3%	-$3.15K	0.48%	29
2024 Q2	$929K	Sell	17,854 -1,342	-7%	-$69.7K	0.52%	37
2024 Q1	$1.01M	Sell	19,196 -120	-0.6%	-$6.3K	0.59%	34
2023 Q4	$1.02M	Buy	19,316 +4,761	+33%	+$242K	0.66%	31
2023 Q3	$729K	Buy	14,555 +1,382	+10%	+$70.8K	0.55%	40
2023 Q2	$683K	Buy	13,173 +1,511	+13%	+$78.4K	0.52%	45
2023 Q1	$609K	Buy	11,662 +731	+7%	+$38K	0.53%	44
2022 Q4	$562K	Buy	+10,931	New	+$555K	0.5%	45

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

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

Avaii Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.4% in Q1 2026, buying an estimated $9.44K and bringing the position to 13,232 shares worth $691K. The position accounts for 0.24% of the portfolio, ranked #56.

Avaii Wealth Management first reported a position in MUNI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2023. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Avaii Wealth Management held 13,232 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $691K as of Q1 2026.
Avaii Wealth Management bought 179 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $9.44K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.24% of Avaii Wealth Management's portfolio in Q1 2026, its #56 holding.
Avaii Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
Avaii Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.02M 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 Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.