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 Q2	$447K	Sell	8,507 -182	-2%	-$9.53K	0.02%	487
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regal Investment Advisors's MUNI Position: Q2 2026 in Review

Regal Investment Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.1% in Q2 2026, selling an estimated $9.53K and leaving 8,507 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #487.

Regal Investment Advisors first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. The position peaked at $455K in Q4 2025. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Regal Investment Advisors held 8,507 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $447K as of Q2 2026.
Regal Investment Advisors sold 182 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $9.53K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #487 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 3 quarters since.
Regal Investment Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $455K in Q4 2025.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.