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

Red Tortoise 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 		$74.5K Buy
1,428
+12
+0.8% +$633 0.03% 120
2025
Q4 		$74.2K Buy
1,416
+11
+0.8% +$577 0.03% 118
2025
Q3 		$73.4K Buy
1,405
+12
+0.9% +$618 0.03% 119
2025
Q2 		$71.5K Buy
1,393
+12
+0.9% +$612 0.03% 105
2025
Q1 		$71.2K Buy
1,381
+11
+0.8% +$571 0.04% 102
2024
Q4 		$70.9K Buy
1,370
+11
+0.8% +$575 0.04% 104
2024
Q3 		$72K Buy
1,359
+12
+0.9% +$630 0.04% 107
2024
Q2 		$70.1K Buy
1,347
+12
+0.9% +$624 0.04% 106
2024
Q1 		$70K Buy
1,335
+11
+0.8% +$578 0.04% 100
2023
Q4 		$69.9K Sell
1,324
-926
-41% -$47.1K 0.04% 94
2023
Q3 		$113K Buy
2,250
+18
+0.8% +$923 0.08% 86
2023
Q2 		$116K Buy
2,232
+17
+0.8% +$882 0.07% 82
2023
Q1 		$116K Sell
2,215
-772
-26% -$40.1K 0.08% 81
2022
Q4 		$153K Buy
+2,987
New +$152K 0.11% 81
2022
Q2 		– Sell
-3,848
Closed -$204K – 65
2022
Q1 		$204K Buy
3,848
+15
+0.4% +$820 0.15% 63
2021
Q4 		$215K Sell
3,833
-52
-1% -$2.92K 0.15% 63
2021
Q3 		$195K Buy
+3,885
New +$221K 0.15% 71

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $4.22B AUM 26.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Red Tortoise LLC's MUNI Position: Q1 2026 in Review

Red Tortoise LLC increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.85% in Q1 2026, buying an estimated $633 and bringing the position to 1,428 shares worth $74.5K. The position accounts for 0.03% of the portfolio, ranked #120.

Red Tortoise LLC first reported a position in MUNI in Q3 2021 and has held it in 17 quarters since. The position peaked at $215K in Q4 2021. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Red Tortoise LLC held 1,428 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $74.5K as of Q1 2026.
  • Red Tortoise LLC bought 12 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $633.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Red Tortoise LLC's portfolio in Q1 2026, its #120 holding.
  • Red Tortoise LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 17 quarters since.
  • Red Tortoise LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $215K in Q4 2021.
  • 436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.