Financial Advocates Investment Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-5,003	Closed	-$257K	–	393
2025 Q2	$257K	Sell	5,003 -548	-10%	-$28K	0.02%	534
2025 Q1	$286K	Sell	5,551 -524	-9%	-$27.2K	0.02%	574
2024 Q4	$314K	Sell	6,075 -709	-10%	-$37K	0.02%	586
2024 Q3	$359K	Sell	6,784 -888	-12%	-$46.6K	0.02%	553
2024 Q2	$399K	Sell	7,672 -331	-4%	-$17.2K	0.02%	495
2024 Q1	$420K	Buy	8,003 +773	+11%	+$40.6K	0.02%	493
2023 Q4	$382K	Buy	7,230 +122	+2%	+$6.21K	0.03%	489
2023 Q3	$356K	Sell	7,108 -98	-1%	-$5.02K	0.03%	485
2023 Q2	$374K	Sell	7,206 -162	-2%	-$8.41K	0.03%	460
2023 Q1	$385K	Buy	7,368 +2,771	+60%	+$144K	0.03%	484
2022 Q4	$236K	Buy	4,597 +255	+6%	+$12.9K	0.02%	627
2022 Q3	$218K	Buy	+4,342	New	+$225K	0.02%	647
2018 Q1	–	Sell	-9,500	Closed	-$510K	–	522
2017 Q4	$510K	Buy	+9,500	New	+$510K	0.07%	252

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's MUNI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2025, closing a stake of 5,003 shares — an estimated $257K sold.

Financial Advocates Investment Management first reported a position in MUNI in Q4 2017 and held it in 13 quarters. The position peaked at $510K in Q4 2017. 381 funds tracked by Wall St. Rank hold MUNI as of Q3 2025.

Financial Advocates Investment Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,003 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $257K.
Financial Advocates Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and held it in 13 quarters.
Financial Advocates Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $510K in Q4 2017.
381 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.