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

Claro 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	–	Sell	-3,954	Closed	-$207K	–	525
2025 Q4	$207K	Sell	3,954 -1,192	-23%	-$62.6K	0.03%	403
2025 Q3	$269K	Buy	+5,146	New	+$265K	0.04%	336
2021 Q3	–	Sell	-3,600	Closed	-$204K	–	263
2021 Q2	$204K	Hold	3,600	–	–	0.09%	223
2021 Q1	$202K	Hold	3,600	–	–	0.1%	204
2020 Q4	$204K	Hold	3,600	–	–	0.11%	199
2020 Q3	$202K	Hold	3,600	–	–	0.13%	188
2020 Q2	$200K	Buy	+3,600	New	+$198K	0.14%	178

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $4.22B AUM 26.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Claro Advisors's MUNI Position: Q1 2026 in Review

Claro Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 3,954 shares — an estimated $207K sold.

Claro Advisors first reported a position in MUNI in Q2 2020 and held it in 7 quarters. The position peaked at $269K in Q3 2025. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Claro Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Claro Advisors sold 3,954 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $207K.
Claro Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 7 quarters.
Claro Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $269K in Q3 2025.
436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.