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

Legacy Financial 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	$1.32M	Sell	25,304 -741	-3%	-$39.1K	0.18%	98
2025 Q4	$1.37M	Sell	26,045 -1,141	-4%	-$59.9K	0.19%	94
2025 Q3	$1.42M	Sell	27,186 -19,735	-42%	-$1.02M	0.2%	85
2025 Q2	$2.41M	Sell	46,921 -3,068	-6%	-$157K	0.38%	41
2025 Q1	$2.58M	Sell	49,989 -2,836	-5%	-$147K	0.43%	39
2024 Q4	$2.73M	Sell	52,825 -6,730	-11%	-$352K	0.45%	40
2024 Q3	$3.16M	Sell	59,555 -497	-0.8%	-$26.1K	0.53%	34
2024 Q2	$3.13M	Sell	60,052 -2,047	-3%	-$106K	0.56%	29
2024 Q1	$3.26M	Sell	62,099 -3,268	-5%	-$172K	0.58%	29
2023 Q4	$3.45M	Buy	+65,367	New	+$3.33M	0.66%	23
2022 Q4	–	Sell	-200,250	Closed	-$10M	–	249
2022 Q3	$10M	Buy	200,250 +25,452	+15%	+$1.32M	2.4%	9
2022 Q2	$9M	Buy	174,798 +19,047	+12%	+$986K	2.24%	9
2022 Q1	$8.26M	Buy	+155,751	New	+$8.52M	1.86%	10

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

Legacy Financial Advisors's MUNI Position: Q1 2026 in Review

Legacy Financial Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.8% in Q1 2026, selling an estimated $39.1K and leaving 25,304 shares worth $1.32M. The position accounts for 0.18% of the portfolio, ranked #98.

Legacy Financial Advisors first reported a position in MUNI in Q1 2022 and has held it in 13 quarters since. The position peaked at $10M in Q3 2022. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Legacy Financial Advisors held 25,304 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.32M as of Q1 2026.
Legacy Financial Advisors sold 741 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $39.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.18% of Legacy Financial Advisors's portfolio in Q1 2026, its #98 holding.
Legacy Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 13 quarters since.
Legacy Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $10M in Q3 2022.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.