Keyvantage Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Keyvantage Wealth’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	$6.25M	Sell	119,728 -15,952	-12%	-$841K	2.75%	12
2025 Q4	$7.11M	Buy	135,680 +31	+0%	+$1.63K	3.04%	10
2025 Q3	$7.09M	Buy	135,649 +1,487	+1%	+$76.6K	2.97%	11
2025 Q2	$6.89M	Sell	134,162 -731	-0.5%	-$37.3K	3.09%	11
2025 Q1	$6.95M	Buy	134,893 +78,487	+139%	+$4.07M	3.38%	9
2024 Q4	$2.92M	Buy	+56,406	New	+$2.95M	2.09%	12

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

Keyvantage Wealth's MUNI Position: Q1 2026 in Review

Keyvantage Wealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 12% in Q1 2026, selling an estimated $841K and leaving 119,728 shares worth $6.25M. The position accounts for 2.75% of the portfolio, ranked #12.

Keyvantage Wealth first reported a position in MUNI in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.11M in Q4 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Keyvantage Wealth held 119,728 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.25M as of Q1 2026.
Keyvantage Wealth sold 15,952 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $841K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.75% of Keyvantage Wealth's portfolio in Q1 2026, its #12 holding.
Keyvantage Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $7.11M in Q4 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.