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

Compass Ion 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	-3,835	Closed	-$201K	–	287
2025 Q4	$201K	Buy	+3,835	New	+$201K	0.02%	270
2022 Q2	–	Sell	-314,732	Closed	-$16.7M	–	90
2022 Q1	$16.7M	Buy	314,732 +23,582	+8%	+$1.29M	5.16%	7
2021 Q4	$16.4M	Sell	291,150 -27,433	-9%	-$1.54M	5.26%	7
2021 Q3	$18M	Buy	318,583 +11,419	+4%	+$649K	6.45%	6
2021 Q2	$17.4M	Sell	307,164 -11,407	-4%	-$646K	6.77%	5
2021 Q1	$17.9M	Buy	318,571 +127,582	+67%	+$7.22M	7.37%	5
2020 Q4	$10.8M	Buy	190,989 +143,540	+303%	+$8.08M	4.19%	8
2020 Q3	$2.67M	Buy	47,449 +37,688	+386%	+$2.12M	1.69%	8
2020 Q2	$543K	Buy	+9,761	New	+$536K	0.48%	25

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

Compass Ion Advisors's MUNI Position: Q1 2026 in Review

Compass Ion Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 3,835 shares — an estimated $201K sold.

Compass Ion Advisors first reported a position in MUNI in Q2 2020 and held it in 9 quarters. The position peaked at $18M in Q3 2021. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Compass Ion Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Compass Ion Advisors sold 3,835 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $201K.
Compass Ion Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 9 quarters.
Compass Ion Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $18M in Q3 2021.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.