Bright Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bright Financial Advisors’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	$270K	Sell	5,130 -812	-14%	-$42.5K	0.11%	61
2026 Q1	$310K	Buy	5,942 +7	+0.1%	+$369	0.14%	49
2025 Q4	$311K	Sell	5,935 -433	-7%	-$22.7K	0.15%	50
2025 Q3	$333K	Sell	6,368 -732	-10%	-$37.7K	0.16%	47
2025 Q2	$365K	Buy	7,100 +12	+0.2%	+$612	0.2%	42
2025 Q1	$365K	Buy	+7,088	New	+$368K	0.22%	38
2024 Q3	–	Sell	-3,906	Closed	-$203K	–	54
2024 Q2	$203K	Buy	+3,906	New	+$203K	0.14%	48

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

Bright Financial Advisors's MUNI Position: Q2 2026 in Review

Bright Financial Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 14% in Q2 2026, selling an estimated $42.5K and leaving 5,130 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #61.

Bright Financial Advisors first reported a position in MUNI in Q2 2024 and has held it in 7 quarters since. The position peaked at $365K in Q1 2025. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Bright Financial Advisors held 5,130 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $270K as of Q2 2026.
Bright Financial Advisors sold 812 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $42.5K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.11% of Bright Financial Advisors's portfolio in Q2 2026, its #61 holding.
Bright Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 7 quarters since.
Bright Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $365K in Q1 2025.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.