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

Cahill 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	$341K	Hold	6,534	–	–	0.04%	223
2025 Q4	$342K	Hold	6,534	–	–	0.04%	221
2025 Q3	$342K	Hold	6,534	–	–	0.04%	219
2025 Q2	$336K	Hold	6,534	–	–	0.04%	219
2025 Q1	$337K	Hold	6,534	–	–	0.05%	204
2024 Q4	$338K	Hold	6,534	–	–	0.05%	200
2024 Q3	$346K	Hold	6,534	–	–	0.05%	194
2024 Q2	$340K	Hold	6,534	–	–	0.05%	200
2024 Q1	$343K	Hold	6,534	–	–	0.05%	202
2023 Q4	$345K	Buy	+6,534	New	+$333K	0.05%	192
2021 Q4	–	Sell	-420	Closed	-$24K	–	558
2021 Q3	$24K	Buy	+420	New	+$23.9K	﹤0.01%	427

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

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

Cahill Financial Advisors held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 6,534 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #223.

Cahill Financial Advisors first reported a position in MUNI in Q3 2021 and has held it in 11 quarters since. The position peaked at $346K in Q3 2024. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Cahill Financial Advisors held 6,534 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $341K as of Q1 2026.
Cahill Financial Advisors left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Cahill Financial Advisors's portfolio in Q1 2026, its #223 holding.
Cahill Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 11 quarters since.
Cahill Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $346K in Q3 2024.
435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

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