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

Legacy Capital Wealth Partners’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 Q4	–	Sell	-4,094	Closed	-$214K	–	393
2025 Q3	$214K	Sell	4,094 -13,735	-77%	-$707K	0.05%	357
2025 Q2	$916K	Sell	17,829 -8,435	-32%	-$430K	0.21%	94
2025 Q1	$1.35M	Hold	26,264	–	–	0.33%	58
2024 Q4	$1.36M	Hold	26,264	–	–	0.34%	60
2024 Q3	$1.39M	Hold	26,264	–	–	0.28%	73
2024 Q2	$1.37M	Buy	+26,264	New	+$1.37M	0.35%	57
2024 Q1	–	Sell	-26,264	Closed	-$1.39M	–	261
2023 Q4	$1.39M	Buy	26,264 +1,600	+6%	+$81.4K	0.39%	60
2023 Q3	$1.23M	Buy	+24,664	New	+$1.26M	0.34%	61
2023 Q2	–	Sell	-22,600	Closed	-$1.18M	–	164
2023 Q1	$1.18M	Buy	+22,600	New	+$1.17M	0.32%	62

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Legacy Capital Wealth Partners's MUNI Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2025, closing a stake of 4,094 shares — an estimated $214K sold.

Legacy Capital Wealth Partners first reported a position in MUNI in Q1 2023 and held it in 9 quarters. The position peaked at $1.39M in Q3 2024. 413 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

Legacy Capital Wealth Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 4,094 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $214K.
Legacy Capital Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and held it in 9 quarters.
Legacy Capital Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.39M in Q3 2024.
413 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.