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

Bond & Devick Financial 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 		$374K Hold
7,169
– – 0.1% 119
2025
Q4 		$376K Buy
7,169
+675
+10% +$35.4K 0.11% 117
2025
Q3 		$340K Sell
6,494
-923
-12% -$47.5K 0.1% 122
2025
Q2 		$381K Sell
7,417
-1,311
-15% -$66.9K 0.13% 105
2025
Q1 		$450K Buy
8,728
+2,020
+30% +$105K 0.16% 86
2024
Q4 		$355K Hold
6,708
– – 0.15% 111
2024
Q3 		$355K Hold
6,708
– – 0.15% 111
2024
Q2 		$349K Buy
6,708
+752
+13% +$39.1K 0.19% 100
2024
Q1 		$313K Buy
5,956
+1,439
+32% +$75.6K 0.17% 111
2023
Q4 		$238K Buy
+4,517
New +$230K 0.14% 127

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