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

Advyzon Investment 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	$1.39M	Sell	26,482 -6,058	-19%	-$317K	0.1%	195
2026 Q1	$1.7M	Buy	32,540 +22,847	+236%	+$1.2M	0.15%	136
2025 Q4	$508K	Buy	+9,693	New	+$509K	0.06%	320

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

Advyzon Investment Management's MUNI Position: Q2 2026 in Review

Advyzon Investment Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 19% in Q2 2026, selling an estimated $317K and leaving 26,482 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #195.

Advyzon Investment Management first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Advyzon Investment Management held 26,482 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.39M as of Q2 2026.
Advyzon Investment Management sold 6,058 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $317K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.1% of Advyzon Investment Management's portfolio in Q2 2026, its #195 holding.
Advyzon Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Advyzon Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.7M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.