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

Petra 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	$935K	Buy	17,910 +3,505	+24%	+$185K	0.58%	50
2025 Q4	$755K	Sell	14,405 -843	-6%	-$44.3K	0.44%	59
2025 Q3	$797K	Buy	15,248 +14	+0.1%	+$721	0.46%	61
2025 Q2	$782K	Sell	15,234 -186	-1%	-$9.49K	0.5%	54
2025 Q1	$795K	Hold	15,420	–	–	0.65%	39
2024 Q4	$798K	Hold	15,420	–	–	0.54%	46
2024 Q3	$817K	Hold	15,420	–	–	0.54%	51
2024 Q2	$803K	Hold	15,420	–	–	0.58%	53
2024 Q1	$809K	Sell	15,420 -284	-2%	-$14.9K	0.59%	50
2023 Q4	$829K	Hold	15,704	–	–	0.69%	41
2023 Q3	$786K	Sell	15,704 -350	-2%	-$17.9K	0.66%	46
2023 Q2	$832K	Buy	16,054 +1,434	+10%	+$74.4K	0.74%	42
2023 Q1	$764K	Sell	14,620 -220	-1%	-$11.4K	0.76%	30
2022 Q4	$762K	Buy	+14,840	New	+$753K	0.84%	32

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

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

Petra Financial Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 24% in Q1 2026, buying an estimated $185K and bringing the position to 17,910 shares worth $935K. The position accounts for 0.58% of the portfolio, ranked #50.

Petra Financial Advisors first reported a position in MUNI in Q4 2022 and has held it in 14 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Petra Financial Advisors held 17,910 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $935K as of Q1 2026.
Petra Financial Advisors bought 3,505 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $185K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.58% of Petra Financial Advisors's portfolio in Q1 2026, its #50 holding.
Petra Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.