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

Avantax Planning Partners’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 		$11.1M Sell
211,128
-4,748
-2% -$249K 0.28% 56
2026
Q1 		$11.3M Sell
215,876
-12,237
-5% -$645K 0.31% 51
2025
Q4 		$12M Sell
228,113
-19,718
-8% -$1.04M 0.33% 43
2025
Q3 		$13M Sell
247,831
-11,141
-4% -$574K 0.37% 45
2025
Q2 		$13.3M Sell
258,972
-10,135
-4% -$517K 0.42% 43
2025
Q1 		$13.9M Sell
269,107
-3,820
-1% -$198K 0.49% 33
2024
Q4 		$14.1M Sell
272,927
-46,929
-15% -$2.45M 0.51% 31
2024
Q3 		$16.9M Sell
319,856
-58,062
-15% -$3.05M 0.61% 29
2024
Q2 		$19.7M Sell
377,918
-12,961
-3% -$674K 0.63% 26
2024
Q1 		$20.5M Sell
390,879
-24,849
-6% -$1.31M 0.66% 26
2023
Q4 		$22M Buy
415,728
+76,310
+22% +$3.88M 0.84% 24
2023
Q3 		$17M Buy
339,418
+7,982
+2% +$409K 0.71% 27
2023
Q2 		$17.2M Sell
331,436
-6,235
-2% -$324K 0.68% 29
2023
Q1 		$17.6M Sell
337,671
-3,807
-1% -$198K 0.72% 27
2022
Q4 		$17.5M Buy
341,478
+168,468
+97% +$8.55M 0.7% 27
2022
Q3 		$8.67M Sell
173,010
-59,145
-25% -$3.06M 0.39% 32
2022
Q2 		$12M Sell
232,155
-50,082
-18% -$2.59M 0.51% 28
2022
Q1 		$15M Buy
282,237
+256,775
+1,008% +$14M 0.59% 19
2021
Q4 		$1.43M Buy
+25,462
New +$1.43M 0.06% 127

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avantax Planning Partners's MUNI Position: Q2 2026 in Review

Avantax Planning Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.2% in Q2 2026, selling an estimated $249K and leaving 211,128 shares worth $11.1M. The position accounts for 0.28% of the portfolio, ranked #56.

Avantax Planning Partners first reported a position in MUNI in Q4 2021 and has held it in 19 quarters since. The position peaked at $22M in Q4 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Avantax Planning Partners held 211,128 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $11.1M as of Q2 2026.
  • Avantax Planning Partners sold 4,748 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $249K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.28% of Avantax Planning Partners's portfolio in Q2 2026, its #56 holding.
  • Avantax Planning Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • Avantax Planning Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $22M in Q4 2023.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.