WNY Asset Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

WNY Asset Management’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	$4.46M	Buy	+85,526	New	+$4.51M	0.46%	39
2025 Q3	$4.1M	Buy	78,451 +42,448	+118%	+$2.19M	0.39%	39
2025 Q2	$1.85M	Buy	36,003 +26,230	+268%	+$1.34M	0.2%	59
2025 Q1	$504K	Buy	+9,773	New	+$507K	0.06%	141

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

WNY Asset Management's MUNI Position: Q1 2026 in Review

WNY Asset Management opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026: 85,526 shares worth $4.46M. The stake represents 0.46% of the portfolio and ranks #39 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in MUNI as recently as Q3 2025.

WNY Asset Management first reported a position in MUNI in Q1 2025 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

WNY Asset Management held 85,526 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.46M as of Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new WNY Asset Management position in Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.46% of WNY Asset Management's portfolio in Q1 2026, its #39 holding.
WNY Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 4 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.