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

Bleakley Financial Group’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 		$7.49M Buy
143,525
+2,969
+2% +$157K 0.12% 152
2025
Q4 		$7.37M Buy
140,556
+2,773
+2% +$146K 0.13% 137
2025
Q3 		$7.2M Buy
137,783
+74,548
+118% +$3.84M 0.17% 113
2025
Q2 		$3.25M Sell
63,235
-1,575
-2% -$80.4K 0.08% 210
2025
Q1 		$3.34M Sell
64,810
-123,033
-65% -$6.38M 0.11% 177
2024
Q4 		$9.72M Buy
187,843
+134,527
+252% +$7.03M 0.29% 59
2024
Q3 		$2.82M Sell
53,316
-597
-1% -$31.4K 0.09% 194
2024
Q2 		$2.81M Buy
53,913
+1,745
+3% +$90.7K 0.08% 226
2024
Q1 		$2.74M Buy
52,168
+6,332
+14% +$333K 0.08% 237
2023
Q4 		$2.42M Sell
45,836
-186
-0.4% -$9.47K 0.08% 245
2023
Q3 		$2.3M Buy
46,022
+1,363
+3% +$69.9K 0.08% 226
2023
Q2 		$2.32M Buy
44,659
+2,438
+6% +$127K 0.07% 236
2023
Q1 		$2.21M Buy
42,221
+938
+2% +$48.7K 0.07% 234
2022
Q4 		$2.12M Buy
+41,283
New +$2.1M 0.08% 234

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

Bleakley Financial Group's MUNI Position: Q1 2026 in Review

Bleakley Financial Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.1% in Q1 2026, buying an estimated $157K and bringing the position to 143,525 shares worth $7.49M. The position accounts for 0.12% of the portfolio, ranked #152.

Bleakley Financial Group first reported a position in MUNI in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.72M in Q4 2024. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Bleakley Financial Group held 143,525 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.49M as of Q1 2026.
  • Bleakley Financial Group bought 2,969 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $157K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of Bleakley Financial Group's portfolio in Q1 2026, its #152 holding.
  • Bleakley Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
  • Bleakley Financial Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $9.72M in Q4 2024.
  • 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.