Robinson Smith Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Robinson Smith Wealth 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	$301K	Sell	5,766 -913	-14%	-$48.1K	0.2%	66
2025 Q4	$350K	Buy	6,679 +37	+0.6%	+$1.94K	0.24%	59
2025 Q3	$347K	Sell	6,642 -7,640	-53%	-$394K	0.25%	60
2025 Q2	$734K	Sell	14,282 -3,902	-21%	-$199K	0.59%	33
2025 Q1	$937K	Sell	18,184 -318	-2%	-$16.5K	0.78%	27
2024 Q4	$957K	Buy	18,502 +74	+0.4%	+$3.87K	0.81%	27
2024 Q3	$976K	Buy	18,428 +1,239	+7%	+$65.1K	0.83%	30
2024 Q2	$895K	Sell	17,189 -991	-5%	-$51.5K	0.79%	31
2024 Q1	$954K	Buy	18,180 +255	+1%	+$13.4K	0.92%	27
2023 Q4	$946K	Buy	+17,925	New	+$912K	0.93%	25

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

Robinson Smith Wealth Advisors's MUNI Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 14% in Q1 2026, selling an estimated $48.1K and leaving 5,766 shares worth $301K. The position accounts for 0.2% of the portfolio, ranked #66.

Robinson Smith Wealth Advisors first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. The position peaked at $976K in Q3 2024. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Robinson Smith Wealth Advisors held 5,766 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $301K as of Q1 2026.
Robinson Smith Wealth Advisors sold 913 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $48.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.2% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Robinson Smith Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $976K in Q3 2024.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.