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

Smart Money 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	$2.99M	Buy	57,272 +13,055	+30%	+$688K	0.87%	13
2025 Q4	$2.32M	Buy	44,217 +5,174	+13%	+$272K	0.68%	18
2025 Q3	$2.04M	Buy	39,043 +181	+0.5%	+$9.32K	0.6%	17
2025 Q2	$2M	Sell	38,862 -50,480	-57%	-$2.58M	0.63%	18
2025 Q1	$4.61M	Buy	89,342 +4,665	+6%	+$242K	1.57%	9
2024 Q4	$4.38M	Sell	84,677 -14,956	-15%	-$781K	1.51%	15
2024 Q3	$5.19M	Buy	99,633 +11,475	+13%	+$603K	1.85%	15
2024 Q2	$4.62M	Buy	88,158 +42,100	+91%	+$2.19M	1.65%	17
2024 Q1	$2.39M	Buy	46,058 +4,485	+11%	+$236K	0.93%	29
2023 Q4	$2.2M	Sell	41,573 -4,424	-10%	-$225K	0.96%	25
2023 Q3	$2.3M	Sell	45,997 -14,214	-24%	-$729K	1.09%	25
2023 Q2	$3.12M	Buy	60,211 +12,188	+25%	+$633K	1.49%	21
2023 Q1	$2.5M	Buy	+48,023	New	+$2.49M	1.26%	23

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

Smart Money Group's MUNI Position: Q1 2026 in Review

Smart Money Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 30% in Q1 2026, buying an estimated $688K and bringing the position to 57,272 shares worth $2.99M. The position accounts for 0.87% of the portfolio, ranked #13.

Smart Money Group first reported a position in MUNI in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.19M in Q3 2024. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Smart Money Group held 57,272 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.99M as of Q1 2026.
Smart Money Group bought 13,055 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $688K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.87% of Smart Money Group's portfolio in Q1 2026, its #13 holding.
Smart Money Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 13 quarters since.
Smart Money Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $5.19M 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 Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.