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

Fortis Capital 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	$3.93M	Buy	75,263 +4,988	+7%	+$263K	0.51%	34
2025 Q4	$3.68M	Buy	70,275 +7,021	+11%	+$369K	0.54%	30
2025 Q3	$3.31M	Buy	63,254 +4,362	+7%	+$225K	0.52%	32
2025 Q2	$3.02M	Buy	58,892 +47,638	+423%	+$2.43M	0.54%	32
2025 Q1	$580K	Buy	+11,254	New	+$584K	0.12%	144

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

Fortis Capital Advisors's MUNI Position: Q1 2026 in Review

Fortis Capital Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.1% in Q1 2026, buying an estimated $263K and bringing the position to 75,263 shares worth $3.93M. The position accounts for 0.51% of the portfolio, ranked #34.

Fortis Capital Advisors first reported a position in MUNI in Q1 2025 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Fortis Capital Advisors held 75,263 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.93M as of Q1 2026.
Fortis Capital Advisors bought 4,988 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $263K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.51% of Fortis Capital Advisors's portfolio in Q1 2026, its #34 holding.
Fortis Capital Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.