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

Concurrent Investment 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	$1.37M	Buy	26,155 +6,372	+32%	+$336K	0.01%	754
2025 Q4	$1.04M	Buy	19,783 +810	+4%	+$42.5K	0.01%	817
2025 Q3	$992K	Sell	18,973 -282	-1%	-$14.5K	0.02%	658
2025 Q2	$989K	Buy	19,255 +5,596	+41%	+$286K	0.02%	599
2025 Q1	$704K	Buy	13,659 +2,074	+18%	+$108K	0.02%	643
2024 Q4	$599K	Buy	11,585 +83	+0.7%	+$4.34K	0.02%	625
2024 Q3	$609K	Buy	11,502 +1,254	+12%	+$65.9K	0.02%	579
2024 Q2	$534K	Buy	10,248 +86	+0.8%	+$4.47K	0.02%	567
2024 Q1	$533K	Buy	+10,162	New	+$534K	0.02%	534

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

Concurrent Investment Advisors's MUNI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 32% in Q1 2026, buying an estimated $336K and bringing the position to 26,155 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #754.

Concurrent Investment Advisors first reported a position in MUNI in Q1 2024 and has held it in 9 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Concurrent Investment Advisors held 26,155 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.37M as of Q1 2026.
Concurrent Investment Advisors bought 6,372 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $336K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #754 holding.
Concurrent Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 9 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

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