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

Paladin Advisory Group’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
2023 Q1	–	Sell	-50,055	Closed	-$2.57M	–	417
2022 Q4	$2.57M	Buy	50,055 +20,913	+72%	+$1.06M	2.2%	13
2022 Q3	$1.46M	Buy	29,142 +11,468	+65%	+$593K	1.33%	26
2022 Q2	$909K	Buy	+17,674	New	+$915K	0.78%	40
2022 Q1	–	Sell	-47,117	Closed	-$2.65M	–	431
2021 Q4	$2.65M	Buy	+47,117	New	+$2.65M	2.15%	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

Paladin Advisory Group's MUNI Position: Q1 2026 in Review

Paladin Advisory Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3% in Q1 2026, selling an estimated $76.6K and leaving 47,483 shares worth $2.48M. The position accounts for 1.88% of the portfolio, ranked #20.

Paladin Advisory Group first reported a position in MUNI in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.14M in Q2 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Paladin Advisory Group held 47,483 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.48M as of Q1 2026.
Paladin Advisory Group sold 1,453 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $76.6K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.88% of Paladin Advisory Group's portfolio in Q1 2026, its #20 holding.
Paladin Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.14M in Q2 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.