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D.A. Davidson & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

D.A. Davidson & Co’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 		$360K Buy
6,907
+664
+11% +$35K ﹤0.01% 1288
2025
Q4 		$327K Sell
6,243
-48
-0.8% -$2.52K ﹤0.01% 1285
2025
Q3 		$329K Buy
6,291
+634
+11% +$32.7K ﹤0.01% 1276
2025
Q2 		$291K Sell
5,657
-167
-3% -$8.52K ﹤0.01% 1224
2025
Q1 		$300K Sell
5,824
-63
-1% -$3.27K ﹤0.01% 1202
2024
Q4 		$305K Buy
+5,887
New +$308K ﹤0.01% 1199

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

D.A. Davidson & Co's MUNI Position: Q1 2026 in Review

D.A. Davidson & Co increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 11% in Q1 2026, buying an estimated $35K and bringing the position to 6,907 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

D.A. Davidson & Co first reported a position in MUNI in Q4 2024 and has held it in 6 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • D.A. Davidson & Co held 6,907 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $360K as of Q1 2026.
  • D.A. Davidson & Co bought 664 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $35K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1288 holding.
  • D.A. Davidson & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.