Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Cambridge Investment Research 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 		$10.9M Buy
209,552
+2,808
+1% +$148K 0.03% 579
2025
Q4 		$10.8M Buy
206,744
+5,532
+3% +$290K 0.03% 554
2025
Q3 		$10.5M Sell
201,212
-4,349
-2% -$224K 0.03% 545
2025
Q2 		$10.6M Sell
205,561
-10,973
-5% -$560K 0.03% 520
2025
Q1 		$11.2M Sell
216,534
-191
-0.1% -$9.91K 0.04% 466
2024
Q4 		$11.2M Buy
216,725
+10,510
+5% +$549K 0.04% 448
2024
Q3 		$10.9M Buy
206,215
+35,991
+21% +$1.89M 0.04% 464
2024
Q2 		$8.86M Buy
170,224
+43,783
+35% +$2.28M 0.03% 519
2024
Q1 		$6.63M Buy
126,441
+5,075
+4% +$267K 0.03% 612
2023
Q4 		$6.41M Buy
121,366
+19,743
+19% +$1M 0.03% 581
2023
Q3 		$5.09M Buy
101,623
+5,347
+6% +$274K 0.02% 637
2023
Q2 		$4.99M Buy
96,276
+21,544
+29% +$1.12M 0.02% 659
2023
Q1 		$3.9M Buy
74,732
+8,218
+12% +$427K 0.02% 759
2022
Q4 		$3.42M Buy
66,514
+34,326
+107% +$1.74M 0.02% 789
2022
Q3 		$1.61M Buy
32,188
+4,182
+15% +$216K 0.01% 1163
2022
Q2 		$1.44M Buy
28,006
+19,357
+224% +$1M 0.01% 1222
2022
Q1 		$458K Buy
8,649
+6
+0.1% +$328 ﹤0.01% 2183
2021
Q4 		$486K Sell
8,643
-189
-2% -$10.6K ﹤0.01% 2124
2021
Q3 		$498K Buy
8,832
+3,326
+60% +$189K ﹤0.01% 2062
2021
Q2 		$313K Buy
+5,506
New +$312K ﹤0.01% 2438
2021
Q1 		– Sell
-10,895
Closed -$618K – 2952
2020
Q4 		$618K Sell
10,895
-3,328
-23% -$187K ﹤0.01% 1626
2020
Q3 		$799K Sell
14,223
-1,978
-12% -$111K 0.01% 1316
2020
Q2 		$901K Buy
16,201
+6,241
+63% +$342K 0.01% 1184
2020
Q1 		$543K Buy
9,960
+1,727
+21% +$95.3K 0.01% 1316
2019
Q4 		$454K Buy
8,233
+2,287
+38% +$126K ﹤0.01% 1645
2019
Q3 		$329K Sell
5,946
-973
-14% -$53.8K ﹤0.01% 1750
2019
Q2 		$380K Buy
6,919
+1,188
+21% +$64.5K ﹤0.01% 1609
2019
Q1 		$309K Sell
5,731
-9,950
-63% -$530K ﹤0.01% 1788
2018
Q4 		$828K Buy
15,681
+5,312
+51% +$278K 0.01% 1038
2018
Q3 		$544K Sell
10,369
-1,854
-15% -$97.8K 0.01% 1393
2018
Q2 		$646K Sell
12,223
-2,365
-16% -$125K 0.01% 1259
2018
Q1 		$770K Buy
14,588
+7,543
+107% +$400K 0.01% 1089
2017
Q4 		$378K Buy
+7,045
New +$378K ﹤0.01% 1482

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

Cambridge Investment Research Advisors's MUNI Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.4% in Q1 2026, buying an estimated $148K and bringing the position to 209,552 shares worth $10.9M. The position accounts for 0.03% of the portfolio, ranked #579.

Cambridge Investment Research Advisors first reported a position in MUNI in Q4 2017 and has held it in 33 quarters since. The position peaked at $11.2M in Q4 2024. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Cambridge Investment Research Advisors held 209,552 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $10.9M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 2,808 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $148K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #579 holding.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and has held it in 33 quarters since.
  • Cambridge Investment Research Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $11.2M in Q4 2024.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.