WBH Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

WBH Advisory’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	$1.85M	Buy	35,511 +21,564	+155%	+$1.14M	0.14%	116
2025 Q4	$731K	Hold	13,947	–	–	0.05%	195
2025 Q3	$729K	Sell	13,947 -3,192	-19%	-$164K	0.06%	195
2025 Q2	$880K	Buy	17,139 +7,329	+75%	+$374K	0.08%	172
2025 Q1	$506K	Buy	9,810 +1,039	+12%	+$53.9K	0.05%	210
2024 Q4	$454K	Hold	8,771	–	–	0.04%	221
2024 Q3	$465K	Hold	8,771	–	–	0.04%	222
2024 Q2	$457K	Buy	8,771 +764	+10%	+$39.7K	0.05%	222
2024 Q1	$420K	Buy	8,007 +1,357	+20%	+$71.3K	0.04%	229
2023 Q4	$351K	Buy	6,650 +744	+13%	+$37.9K	0.04%	243
2023 Q3	$296K	Buy	+5,906	New	+$303K	0.04%	253
2022 Q3	$1.92M	Buy	38,214 +25,309	+196%	+$1.31M	0.28%	82
2022 Q2	$670K	Sell	12,905 -17,980	-58%	-$930K	0.09%	176
2022 Q1	$1.6M	Buy	+30,885	New	+$1.69M	0.2%	105

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

WBH Advisory's MUNI Position: Q1 2026 in Review

WBH Advisory increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 155% in Q1 2026, buying an estimated $1.14M and bringing the position to 35,511 shares worth $1.85M. The position accounts for 0.14% of the portfolio, ranked #116.

WBH Advisory first reported a position in MUNI in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q3 2022. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

WBH Advisory held 35,511 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.85M as of Q1 2026.
WBH Advisory bought 21,564 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.14M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.14% of WBH Advisory's portfolio in Q1 2026, its #116 holding.
WBH Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 14 quarters since.
WBH Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.92M in Q3 2022.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.