NWAM LLC’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

NWAM LLC’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	–	Sell	-11,234	Closed	-$592K	–	660
2025 Q4	$592K	Sell	11,234 -130	-1%	-$6.82K	0.03%	366
2025 Q3	$598K	Buy	11,364 +591	+5%	+$30.4K	0.03%	378
2025 Q2	$551K	Buy	10,773 +82	+0.8%	+$4.18K	0.03%	374
2025 Q1	$551K	Buy	10,691 +960	+10%	+$49.8K	0.05%	296
2024 Q4	$503K	Buy	9,731 +6	+0.1%	+$313	0.03%	377
2024 Q3	$515K	Buy	+9,725	New	+$511K	0.03%	376
2024 Q2	–	Sell	-9,461	Closed	-$494K	–	400
2024 Q1	$494K	Buy	9,461 +397	+4%	+$20.9K	0.04%	335
2023 Q4	$479K	Sell	9,064 -348	-4%	-$17.7K	0.04%	350
2023 Q3	$471K	Buy	9,412 +313	+3%	+$16K	0.05%	308
2023 Q2	$472K	Buy	9,099 +1,983	+28%	+$103K	0.04%	340
2023 Q1	$372K	Buy	+7,116	New	+$370K	0.04%	325

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

NWAM LLC's MUNI Position: Q1 2026 in Review

NWAM LLC sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 11,234 shares — an estimated $592K sold.

NWAM LLC first reported a position in MUNI in Q1 2023 and held it in 11 quarters. The position peaked at $598K in Q3 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

NWAM LLC reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
NWAM LLC sold 11,234 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $592K.
NWAM LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and held it in 11 quarters.
NWAM LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $598K in Q3 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.