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Zhang Financial’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Zhang Financial’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 		– Sell
-11,961
Closed -$627K – 381
2025
Q4 		$627K Buy
+11,961
New +$628K 0.02% 206

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.57B AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Zhang Financial's MUNI Position: Q1 2026 in Review

Zhang Financial sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 11,961 shares — an estimated $627K sold.

Zhang Financial first reported a position in MUNI in Q4 2025 and held it in 1 quarter. The position peaked at $627K in Q4 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Zhang Financial reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Zhang Financial sold 11,961 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $627K.
  • Zhang Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Zhang Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $627K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.