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Capital Analysts LLC’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Capital Analysts LLC’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 		$22.4M Buy
429,414
+5,246
+1% +$277K 0.59% 34
2025
Q4 		$22.2M Buy
424,168
+19,336
+5% +$1.02M 0.62% 33
2025
Q3 		$21.2M Buy
404,832
+7,861
+2% +$405K 0.62% 31
2025
Q2 		$20.4M Sell
396,971
-2,313
-0.6% -$118K 0.68% 31
2025
Q1 		$20.6M Buy
399,284
+201,283
+102% +$10.4M 0.77% 22
2024
Q4 		$10.2M Buy
198,001
+18,774
+10% +$981K 0.41% 55
2024
Q3 		$9.49M Buy
179,227
+10,107
+6% +$531K 0.39% 63
2024
Q2 		$8.8M Buy
169,120
+6,870
+4% +$357K 0.39% 64
2024
Q1 		$8.51M Buy
162,250
+26,895
+20% +$1.41M 0.4% 61
2023
Q4 		$7.15M Buy
135,355
+4,024
+3% +$205K 0.36% 66
2023
Q3 		$6.58M Buy
131,331
+80,372
+158% +$4.12M 0.37% 64
2023
Q2 		$2.64M Buy
50,959
+385
+0.8% +$20K 0.15% 118
2023
Q1 		$2.64M Sell
50,574
-5,920
-10% -$307K 0.15% 124
2022
Q4 		$2.9M Buy
56,494
+2,560
+5% +$130K 0.18% 116
2022
Q3 		$2.7M Buy
53,934
+4,146
+8% +$215K 0.19% 108
2022
Q2 		$2.56M Buy
49,788
+48,092
+2,836% +$2.49M 0.18% 121
2022
Q1 		$90K Buy
1,696
+7
+0.4% +$383 0.01% 452
2021
Q4 		$95K Buy
1,689
+6
+0.4% +$337 0.01% 460
2021
Q3 		$95K Buy
1,683
+7
+0.4% +$398 0.01% 461
2021
Q2 		$95K Buy
1,676
+6
+0.4% +$340 0.01% 459
2021
Q1 		$94K Buy
1,670
+8
+0.5% +$453 0.01% 472
2020
Q4 		$94K Buy
1,662
+7
+0.4% +$394 0.01% 318
2020
Q3 		$93K Buy
1,655
+8
+0.5% +$450 0.01% 322
2020
Q2 		$92K Buy
1,647
+9
+0.5% +$494 0.01% 284
2020
Q1 		$89K Buy
1,638
+8
+0.5% +$441 0.01% 268
2019
Q4 		$90K Buy
1,630
+10
+0.6% +$552 0.01% 315
2019
Q3 		$89K Buy
1,620
+9
+0.6% +$497 0.01% 298
2019
Q2 		$88K Buy
+1,611
New +$87.5K 0.01% 292

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

Capital Analysts LLC's MUNI Position: Q1 2026 in Review

Capital Analysts LLC increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.2% in Q1 2026, buying an estimated $277K and bringing the position to 429,414 shares worth $22.4M. The position accounts for 0.59% of the portfolio, ranked #34.

Capital Analysts LLC first reported a position in MUNI in Q2 2019 and has held it in 28 quarters since. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Capital Analysts LLC held 429,414 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $22.4M as of Q1 2026.
  • Capital Analysts LLC bought 5,246 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $277K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.59% of Capital Analysts LLC's portfolio in Q1 2026, its #34 holding.
  • Capital Analysts LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2019 and has held it in 28 quarters since.
  • 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.