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

Private Advisor 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 		$4.33M Buy
83,053
+3,047
+4% +$161K 0.02% 708
2025
Q4 		$4.19M Buy
80,006
+15,421
+24% +$810K 0.02% 694
2025
Q3 		$3.38M Buy
64,585
+7,531
+13% +$388K 0.02% 779
2025
Q2 		$2.93M Buy
57,054
+31,774
+126% +$1.62M 0.02% 790
2025
Q1 		$1.3M Buy
25,280
+578
+2% +$30K 0.01% 1113
2024
Q4 		$1.28M Buy
24,702
+791
+3% +$41.3K 0.01% 1100
2024
Q3 		$1.27M Buy
23,911
+3,298
+16% +$173K 0.01% 1129
2024
Q2 		$1.07M Buy
20,613
+94
+0.5% +$4.88K 0.01% 1168
2024
Q1 		$1.08M Buy
20,519
+1,672
+9% +$87.8K 0.01% 1128
2023
Q4 		$995K Buy
18,847
+2,415
+15% +$123K 0.01% 1113
2023
Q3 		$823K Sell
16,432
-979
-6% -$50.2K 0.01% 1141
2023
Q2 		$903K Sell
17,411
-1,013
-5% -$52.6K 0.01% 1098
2023
Q1 		$963K Sell
18,424
-16,443
-47% -$854K 0.01% 1011
2022
Q4 		$1.79K Buy
34,867
+13,231
+61% +$672K ﹤0.01% 1132
2022
Q3 		$1.08M Sell
21,636
-12,294
-36% -$636K 0.01% 884
2022
Q2 		$1.75M Sell
33,930
-40,775
-55% -$2.11M 0.02% 816
2022
Q1 		$3.96M Sell
74,705
-1,192
-2% -$65.2K 0.03% 535
2021
Q4 		$4.27M Sell
75,897
-32,929
-30% -$1.85M 0.03% 511
2021
Q3 		$6.13M Buy
108,826
+27,905
+34% +$1.59M 0.04% 443
2021
Q2 		$4.59M Buy
80,921
+5,286
+7% +$299K 0.04% 433
2021
Q1 		$4.25M Buy
75,635
+10,254
+16% +$580K 0.04% 427
2020
Q4 		$3.71M Buy
65,381
+1,398
+2% +$78.7K 0.04% 427
2020
Q3 		$3.58M Buy
63,983
+1,561
+3% +$87.8K 0.05% 370
2020
Q2 		$3.47M Buy
62,422
+1,234
+2% +$67.7K 0.05% 357
2020
Q1 		$3.34M Buy
61,188
+9,846
+19% +$543K 0.06% 296
2019
Q4 		$2.83M Buy
51,342
+5,075
+11% +$280K 0.04% 425
2019
Q3 		$2.56M Buy
46,267
+25,721
+125% +$1.42M 0.04% 464
2019
Q2 		$1.13M Buy
20,546
+5,707
+38% +$310K 0.02% 689
2019
Q1 		$801K Buy
14,839
+782
+6% +$41.7K 0.02% 766
2018
Q4 		$743K Sell
14,057
-4,772
-25% -$250K 0.02% 687
2018
Q3 		$989K Buy
18,829
+12,077
+179% +$637K 0.02% 690
2018
Q2 		$356K Sell
6,752
-20,066
-75% -$1.06M 0.01% 912
2018
Q1 		$1.42M Buy
+26,818
New +$1.42M 0.06% 329

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Advisor Group's MUNI Position: Q1 2026 in Review

Private Advisor Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.8% in Q1 2026, buying an estimated $161K and bringing the position to 83,053 shares worth $4.33M. The position accounts for 0.02% of the portfolio, ranked #708.

Private Advisor Group first reported a position in MUNI in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.13M in Q3 2021. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Private Advisor Group held 83,053 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.33M as of Q1 2026.
  • Private Advisor Group bought 3,047 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $161K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #708 holding.
  • Private Advisor Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2018 and has held it in 33 quarters since.
  • Private Advisor Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $6.13M in Q3 2021.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.