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

Powers 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
2026 Q1	$270K	Buy	5,168 +31	+0.6%	+$1.64K	0.1%	111
2025 Q4	$269K	Buy	5,137 +32	+0.6%	+$1.68K	0.1%	109
2025 Q3	$267K	Buy	+5,105	New	+$263K	0.11%	104
2023 Q4	–	Sell	-12,712	Closed	-$636K	–	92
2023 Q3	$636K	Buy	12,712 +3	+0%	+$154	0.43%	45
2023 Q2	$659K	Buy	12,709 +3	+0%	+$156	0.44%	45
2023 Q1	$664K	Buy	12,706 +2	+0%	+$104	0.46%	46
2022 Q4	$653K	Buy	12,704 +3	+0%	+$152	0.48%	45
2022 Q3	$637K	Buy	12,701 +2	+0%	+$103	0.51%	43
2022 Q2	$654K	Sell	12,699 -2,193	-15%	-$113K	0.5%	46
2022 Q1	$789K	Buy	14,892 +8	+0.1%	+$437	0.55%	44
2021 Q4	$837K	Buy	+14,884	New	+$837K	0.59%	41

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

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

Powers Advisory Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.6% in Q1 2026, buying an estimated $1.64K and bringing the position to 5,168 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #111.

Powers Advisory Group first reported a position in MUNI in Q4 2021 and has held it in 11 quarters since. The position peaked at $837K in Q4 2021. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Powers Advisory Group held 5,168 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $270K as of Q1 2026.
Powers Advisory Group bought 31 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.64K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.1% of Powers Advisory Group's portfolio in Q1 2026, its #111 holding.
Powers Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 11 quarters since.
Powers Advisory Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $837K in Q4 2021.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.