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

Bond & Devick Financial Network’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	$307K	Sell	5,844 -1,325	-18%	-$69.4K	0.08%	150
2026 Q1	$374K	Hold	7,169	–	–	0.1%	119
2025 Q4	$376K	Buy	7,169 +675	+10%	+$35.4K	0.11%	117
2025 Q3	$340K	Sell	6,494 -923	-12%	-$47.5K	0.1%	122
2025 Q2	$381K	Sell	7,417 -1,311	-15%	-$66.9K	0.13%	105
2025 Q1	$450K	Buy	8,728 +2,020	+30%	+$105K	0.16%	86
2024 Q4	$355K	Hold	6,708	–	–	0.15%	111
2024 Q3	$355K	Hold	6,708	–	–	0.15%	111
2024 Q2	$349K	Buy	6,708 +752	+13%	+$39.1K	0.19%	100
2024 Q1	$313K	Buy	5,956 +1,439	+32%	+$75.6K	0.17%	111
2023 Q4	$238K	Buy	+4,517	New	+$230K	0.14%	127

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

Bond & Devick Financial Network's MUNI Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 18% in Q2 2026, selling an estimated $69.4K and leaving 5,844 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #150.

Bond & Devick Financial Network first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q1 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Bond & Devick Financial Network held 5,844 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $307K as of Q2 2026.
Bond & Devick Financial Network sold 1,325 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $69.4K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of Bond & Devick Financial Network's portfolio in Q2 2026, its #150 holding.
Bond & Devick Financial Network first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Bond & Devick Financial Network's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $450K in Q1 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.