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

Regal Investment 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	$453K	Hold	8,689	–	–	0.03%	454
2025 Q4	$455K	Buy	+8,689	New	+$456K	0.03%	440

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

Regal Investment Advisors's MUNI Position: Q1 2026 in Review

Regal Investment Advisors held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 8,689 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #454.

Regal Investment Advisors first reported a position in MUNI in Q4 2025 and has held it in 2 quarters since. The position peaked at $455K in Q4 2025. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Regal Investment Advisors held 8,689 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $453K as of Q1 2026.
Regal Investment Advisors left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #454 holding.
Regal Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
Regal Investment Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $455K in Q4 2025.
435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.