First Affirmative Financial Network’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

First Affirmative Financial Network’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	$485K	Buy	+9,290	New	+$490K	0.19%	132
2025 Q3	$390K	Sell	7,466 -352	-5%	-$18.1K	0.18%	140
2025 Q2	$402K	Sell	7,818 -1,140	-13%	-$58.2K	0.21%	132
2025 Q1	$462K	Buy	8,958 +796	+10%	+$41.3K	0.28%	98
2024 Q4	$422K	Buy	8,162 +410	+5%	+$21.4K	0.24%	108
2024 Q3	$411K	Sell	7,752 -618	-7%	-$32.5K	0.22%	125
2024 Q2	$436K	Sell	8,370 -83	-1%	-$4.31K	0.3%	97
2024 Q1	$444K	Sell	8,453 -185	-2%	-$9.72K	0.33%	93
2023 Q4	$456K	Buy	8,638 +193	+2%	+$9.82K	0.36%	76
2023 Q3	$423K	Sell	8,445 -212	-2%	-$10.9K	0.41%	66
2023 Q2	$449K	Sell	8,657 -83	-0.9%	-$4.31K	0.45%	58
2023 Q1	$457K	Sell	8,740 -355	-4%	-$18.4K	0.53%	51
2022 Q4	$467K	Sell	9,095 -426	-4%	-$21.6K	0.57%	42
2022 Q3	$477K	Sell	9,521 -2,171	-19%	-$112K	0.61%	33
2022 Q2	$602K	Sell	11,692 -366	-3%	-$18.9K	0.68%	29
2022 Q1	$639K	Sell	12,058 -78	-0.6%	-$4.27K	0.61%	35
2021 Q4	$682K	Sell	12,136 -300	-2%	-$16.9K	0.62%	34
2021 Q3	$701K	Buy	+12,436	New	+$707K	0.72%	30

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

First Affirmative Financial Network's MUNI Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026: 9,290 shares worth $485K. The stake represents 0.19% of the portfolio and ranks #132 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MUNI as recently as Q3 2025.

First Affirmative Financial Network first reported a position in MUNI in Q3 2021 and has held it in 18 quarters since. The position peaked at $701K in Q3 2021. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

First Affirmative Financial Network held 9,290 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $485K as of Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new First Affirmative Financial Network position in Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.19% of First Affirmative Financial Network's portfolio in Q1 2026, its #132 holding.
First Affirmative Financial Network first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $701K 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 First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.