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

Avantax Advisory Services’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
2025 Q2	$3.6M	Buy	70,137 +4,615	+7%	+$235K	0.02%	557
2025 Q1	$3.38M	Buy	65,522 +7,737	+13%	+$401K	0.02%	540
2024 Q4	$2.99M	Buy	57,785 +14,207	+33%	+$742K	0.02%	559
2024 Q3	$2.31M	Buy	43,578 +10,700	+33%	+$562K	0.02%	629
2024 Q2	$1.71M	Buy	32,878 +6,344	+24%	+$330K	0.01%	726
2024 Q1	$1.39M	Buy	26,534 +5,500	+26%	+$289K	0.01%	646
2023 Q4	$1.11M	Buy	21,034 +2,074	+11%	+$106K	0.01%	673
2023 Q3	$949K	Buy	18,960 +1,592	+9%	+$81.6K	0.01%	714
2023 Q2	$900K	Buy	17,368 +946	+6%	+$49.1K	0.01%	717
2023 Q1	$858K	Sell	16,422 -989	-6%	-$51.4K	0.01%	709
2022 Q4	$895K	Buy	17,411 +348	+2%	+$17.7K	0.01%	670
2022 Q3	$855K	Buy	17,063 +714	+4%	+$36.9K	0.01%	605
2022 Q2	$842K	Sell	16,349 -623	-4%	-$32.2K	0.01%	601
2022 Q1	$900K	Buy	16,972 +3,839	+29%	+$210K	0.01%	572
2021 Q4	$738K	Buy	13,133 +2,853	+28%	+$160K	0.01%	615
2021 Q3	$581K	Sell	10,280 -77	-0.7%	-$4.38K	0.01%	668
2021 Q2	$589K	Buy	10,357 +2,541	+33%	+$144K	0.01%	641
2021 Q1	$439K	Buy	7,816 +2,685	+52%	+$152K	0.01%	664
2020 Q4	$291K	Sell	5,131 -404	-7%	-$22.8K	0.01%	735
2020 Q3	$311K	Buy	+5,535	New	+$311K	0.01%	1004

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's MUNI Position: Q2 2025 in Review

Avantax Advisory Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7% in Q2 2025, buying an estimated $235K and bringing the position to 70,137 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #557.

Avantax Advisory Services first reported a position in MUNI in Q3 2020 and has held it in 20 quarters since. 359 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

Avantax Advisory Services held 70,137 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.6M as of Q2 2025.
Avantax Advisory Services bought 4,615 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $235K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #557 holding.
Avantax Advisory Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2020 and has held it in 20 quarters since.
359 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.