Cedar Point Capital Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Cedar Point Capital 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	$2.4M	Sell	45,571 -247	-0.5%	-$12.9K	1.38%	21
2026 Q1	$2.39M	Buy	45,818 +4,083	+10%	+$215K	1.55%	20
2025 Q4	$2.19M	Sell	41,735 -4,954	-11%	-$260K	1.4%	20
2025 Q3	$2.44M	Buy	46,689 +2,846	+6%	+$147K	1.6%	19
2025 Q2	$2.25M	Sell	43,843 -2,146	-5%	-$110K	1.59%	19
2025 Q1	$2.37M	Buy	45,989 +1,466	+3%	+$76K	1.59%	20
2024 Q4	$2.3M	Buy	44,523 +3,219	+8%	+$168K	1.56%	20
2024 Q3	$2.19M	Buy	41,304 +406	+1%	+$21.3K	1.5%	20
2024 Q2	$2.13M	Sell	40,898 -1,633	-4%	-$84.9K	1.59%	19
2024 Q1	$2.23M	Buy	42,531 +3,199	+8%	+$168K	1.69%	19
2023 Q4	$2.08M	Buy	+39,332	New	+$2M	1.72%	19

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

Cedar Point Capital Partners's MUNI Position: Q2 2026 in Review

Cedar Point Capital Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.54% in Q2 2026, selling an estimated $12.9K and leaving 45,571 shares worth $2.4M. The position accounts for 1.38% of the portfolio, ranked #21.

Cedar Point Capital Partners first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Cedar Point Capital Partners held 45,571 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.4M as of Q2 2026.
Cedar Point Capital Partners sold 247 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $12.9K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.38% of Cedar Point Capital Partners's portfolio in Q2 2026, its #21 holding.
Cedar Point Capital Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Cedar Point Capital Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.44M in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.