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

49 Wealth 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 Q2	–	Sell	-17,866	Closed	-$932K	–	258
2026 Q1	$932K	Hold	17,866	–	–	0.07%	78
2025 Q4	$936K	Buy	17,866 +8,586	+93%	+$451K	0.08%	77
2025 Q3	$485K	Buy	9,280 +838	+10%	+$43.2K	0.05%	97
2025 Q2	$434K	Sell	8,442 -867	-9%	-$44.2K	0.05%	95
2025 Q1	$480K	Buy	9,309 +1,513	+19%	+$78.5K	0.06%	97
2024 Q4	$403K	Buy	7,796 +805	+12%	+$42.1K	0.06%	97
2024 Q3	$370K	Sell	6,991 -164	-2%	-$8.61K	0.06%	103
2024 Q2	$370K	Sell	7,155 -690	-9%	-$35.9K	0.07%	99
2024 Q1	$410K	Sell	7,845 -252	-3%	-$13.2K	0.09%	70
2023 Q4	$428K	Buy	+8,097	New	+$412K	0.11%	59

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

49 Wealth Management's MUNI Position: Q2 2026 in Review

49 Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 17,866 shares — an estimated $932K sold.

49 Wealth Management first reported a position in MUNI in Q4 2023 and held it in 10 quarters. The position peaked at $936K in Q4 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

49 Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 17,866 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $932K.
49 Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 10 quarters.
49 Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $936K in Q4 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.