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

Bright Financial Advisors’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	$310K	Buy	5,942 +7	+0.1%	+$369	0.14%	49
2025 Q4	$311K	Sell	5,935 -433	-7%	-$22.7K	0.15%	50
2025 Q3	$333K	Sell	6,368 -732	-10%	-$37.7K	0.16%	47
2025 Q2	$365K	Buy	7,100 +12	+0.2%	+$612	0.2%	42
2025 Q1	$365K	Buy	+7,088	New	+$368K	0.22%	38
2024 Q3	–	Sell	-3,906	Closed	-$203K	–	54
2024 Q2	$203K	Buy	+3,906	New	+$203K	0.14%	48

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

Bright Financial Advisors's MUNI Position: Q1 2026 in Review

Bright Financial Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.12% in Q1 2026, buying an estimated $369 and bringing the position to 5,942 shares worth $310K. The position accounts for 0.14% of the portfolio, ranked #49.

Bright Financial Advisors first reported a position in MUNI in Q2 2024 and has held it in 6 quarters since. The position peaked at $365K in Q1 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Bright Financial Advisors held 5,942 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $310K as of Q1 2026.
Bright Financial Advisors bought 7 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $369.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.14% of Bright Financial Advisors's portfolio in Q1 2026, its #49 holding.
Bright Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 6 quarters since.
Bright Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $365K in Q1 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.