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

TruWealth 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 		$4.85M Buy
92,985
+1,344
+1% +$70.9K 0.23% 70
2025
Q4 		$4.8M Buy
91,641
+1,256
+1% +$65.9K 0.23% 67
2025
Q3 		$4.73M Buy
+90,385
New +$4.66M 0.24% 63

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

TruWealth Advisors's MUNI Position: Q1 2026 in Review

TruWealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.5% in Q1 2026, buying an estimated $70.9K and bringing the position to 92,985 shares worth $4.85M. The position accounts for 0.23% of the portfolio, ranked #70.

TruWealth Advisors first reported a position in MUNI in Q3 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • TruWealth Advisors held 92,985 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.85M as of Q1 2026.
  • TruWealth Advisors bought 1,344 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $70.9K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.23% of TruWealth Advisors's portfolio in Q1 2026, its #70 holding.
  • TruWealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.