Capital Investment Advisory Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Capital Investment Advisory Services’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	$12K	Buy	230 +2	+0.9%	+$105	﹤0.01%	1047
2025 Q4	$11.9K	Sell	228 -216	-49%	-$11.3K	﹤0.01%	1004
2025 Q3	$23.2K	Buy	444 +220	+98%	+$11.3K	﹤0.01%	887
2025 Q2	$11.5K	Buy	224 +2	+0.9%	+$102	﹤0.01%	930
2025 Q1	$11.4K	Buy	222 +2	+0.9%	+$104	﹤0.01%	866
2024 Q4	$11.4K	Buy	220 +2	+0.9%	+$104	﹤0.01%	806
2024 Q3	$11.6K	Buy	218 +1	+0.5%	+$53	﹤0.01%	847
2024 Q2	$11.3K	Buy	217 +2	+0.9%	+$104	﹤0.01%	821
2024 Q1	$11.3K	Buy	215 +2	+0.9%	+$105	﹤0.01%	811
2023 Q4	$11.2K	Buy	213 +2	+0.9%	+$102	﹤0.01%	825
2023 Q3	$10.6K	Buy	211 +2	+1%	+$103	﹤0.01%	788
2023 Q2	$10.9K	Buy	209 +1	+0.5%	+$52	﹤0.01%	745
2023 Q1	$10.9K	Buy	208 +2	+1%	+$104	﹤0.01%	731
2022 Q4	$10.6K	Buy	206 +1	+0.5%	+$51	﹤0.01%	744
2022 Q3	$10K	Buy	205 +1	+0.5%	+$52	﹤0.01%	697
2022 Q2	$10K	Buy	204 +1	+0.5%	+$52	﹤0.01%	717
2022 Q1	$11K	Buy	203 +1	+0.5%	+$55	﹤0.01%	737
2021 Q4	$11K	Buy	202 +1	+0.5%	+$56	﹤0.01%	725
2021 Q3	$11K	Hold	201	–	–	﹤0.01%	677
2021 Q2	$11K	Buy	201 +1	+0.5%	+$57	﹤0.01%	703
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	649
2020 Q4	$11K	Hold	200	–	–	﹤0.01%	614
2020 Q3	$11K	Hold	200	–	–	﹤0.01%	542
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	477
2020 Q1	$11K	Hold	200	–	–	﹤0.01%	465
2019 Q4	$11K	Buy	+200	New	+$11K	﹤0.01%	473

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

Capital Investment Advisory Services's MUNI Position: Q1 2026 in Review

Capital Investment Advisory Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.88% in Q1 2026, buying an estimated $105 and bringing the position to 230 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Capital Investment Advisory Services first reported a position in MUNI in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.2K in Q3 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Capital Investment Advisory Services held 230 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $12K as of Q1 2026.
Capital Investment Advisory Services bought 2 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $105.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1047 holding.
Capital Investment Advisory Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 26 quarters since.
Capital Investment Advisory Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $23.2K in Q3 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.