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CarsonAllaria Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

CarsonAllaria Wealth Management’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
Q2 		$2.7M Sell
51,400
-11,978
-19% -$627K 1.17% 19
2026
Q1 		$3.31M Buy
63,378
+1,103
+2% +$58.2K 1.63% 17
2025
Q4 		$3.26M Buy
62,275
+1,898
+3% +$99.6K 1.62% 18
2025
Q3 		$3.16M Sell
60,377
-416
-0.7% -$21.4K 1.64% 18
2025
Q2 		$3.12M Sell
60,793
-35,457
-37% -$1.81M 1.67% 17
2025
Q1 		$4.96M Buy
96,250
+22,590
+31% +$1.17M 2.87% 9
2024
Q4 		$3.81M Sell
73,660
-131
-0.2% -$6.84K 2.18% 15
2024
Q3 		$3.91M Sell
73,791
-4,891
-6% -$257K 2.24% 16
2024
Q2 		$4.1M Buy
78,682
+3,176
+4% +$165K 2.51% 13
2024
Q1 		$3.96M Sell
75,506
-2,178
-3% -$114K 2.49% 13
2023
Q4 		$4.1M Buy
77,684
+4,217
+6% +$215K 2.94% 11
2023
Q3 		$3.68M Buy
73,467
+576
+0.8% +$29.5K 2.99% 12
2023
Q2 		$3.78M Buy
72,891
+4,257
+6% +$221K 2.97% 13
2023
Q1 		$3.59M Sell
68,634
-9,498
-12% -$493K 3.02% 13
2022
Q4 		$4.01M Buy
78,132
+7,054
+10% +$358K 3.51% 12
2022
Q3 		$3.56M Buy
71,078
+289
+0.4% +$15K 3.31% 12
2022
Q2 		$3.64M Buy
70,789
+17,616
+33% +$912K 3.4% 12
2022
Q1 		$2.82M Buy
53,173
+931
+2% +$50.9K 2.52% 12
2021
Q4 		$2.94M Buy
+52,242
New +$2.94M 2.6% 12

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CarsonAllaria Wealth Management's MUNI Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 19% in Q2 2026, selling an estimated $627K and leaving 51,400 shares worth $2.7M. The position accounts for 1.17% of the portfolio, ranked #19.

CarsonAllaria Wealth Management first reported a position in MUNI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.96M in Q1 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • CarsonAllaria Wealth Management held 51,400 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.7M as of Q2 2026.
  • CarsonAllaria Wealth Management sold 11,978 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $627K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.17% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #19 holding.
  • CarsonAllaria Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.96M in Q1 2025.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.