Gladstone Institutional Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Gladstone Institutional Advisory’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	$603K	Buy	11,561 +1,370	+13%	+$72.2K	0.02%	496
2025 Q4	$534K	Buy	10,191 +522	+5%	+$27.4K	0.02%	487
2025 Q3	$505K	Buy	9,669 +541	+6%	+$27.9K	0.02%	517
2025 Q2	$469K	Buy	9,128 +958	+12%	+$48.9K	0.02%	513
2025 Q1	$421K	Buy	+8,170	New	+$424K	0.02%	508
2023 Q4	–	Sell	-4,122	Closed	-$206K	–	685
2023 Q3	$206K	Buy	+4,122	New	+$211K	0.01%	576
2023 Q1	–	Sell	-4,138	Closed	-$213K	–	697
2022 Q4	$213K	Buy	+4,138	New	+$210K	0.02%	586
2021 Q4	–	Sell	-4,444	Closed	-$251K	–	616
2021 Q3	$251K	Sell	4,444 -11	-0.2%	-$625	0.02%	467
2021 Q2	$253K	Buy	4,455 +358	+9%	+$20.3K	0.03%	438
2021 Q1	$230K	Buy	4,097 +169	+4%	+$9.56K	0.04%	368
2020 Q4	$223K	Buy	3,928 +26	+0.7%	+$1.46K	0.04%	275
2020 Q3	$219K	Sell	3,902 -7	-0.2%	-$394	0.05%	243
2020 Q2	$217K	Hold	3,909	–	–	0.06%	210
2020 Q1	$213K	Buy	+3,909	New	+$216K	0.06%	240

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

Gladstone Institutional Advisory's MUNI Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 13% in Q1 2026, buying an estimated $72.2K and bringing the position to 11,561 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #496.

Gladstone Institutional Advisory first reported a position in MUNI in Q1 2020 and has held it in 14 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Gladstone Institutional Advisory held 11,561 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $603K as of Q1 2026.
Gladstone Institutional Advisory bought 1,370 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $72.2K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #496 holding.
Gladstone Institutional Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and has held it in 14 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.