Cercano Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Cercano Management’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	$3.05M	Hold	57,919	–	–	0.41%	40
2026 Q1	$3.02M	Hold	57,919	–	–	0.13%	75
2025 Q4	$3.04M	Hold	57,919	–	–	0.11%	73
2025 Q3	$3.03M	Sell	57,919 -19,115	-25%	-$985K	0.12%	79
2025 Q2	$3.96M	Buy	77,034 +19,551	+34%	+$998K	0.11%	71
2025 Q1	$2.96M	Hold	57,483	–	–	0.09%	73
2024 Q4	$2.97M	Sell	57,483 -386,333	-87%	-$20.2M	0.08%	97
2024 Q3	$23.5M	Sell	443,816 -132,480	-23%	-$6.96M	0.56%	43
2024 Q2	$30M	Buy	576,296 +191,296	+50%	+$9.94M	0.8%	37
2024 Q1	$20.2M	Buy	+385,000	New	+$20.2M	0.56%	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

Cercano Management's MUNI Position: Q2 2026 in Review

Cercano Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 57,919 shares worth $3.05M. The position accounts for 0.41% of the portfolio, ranked #40.

Cercano Management first reported a position in MUNI in Q1 2024 and has held it in 10 quarters since. The position peaked at $30M in Q2 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Cercano Management held 57,919 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.05M as of Q2 2026.
Cercano Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.41% of Cercano Management's portfolio in Q2 2026, its #40 holding.
Cercano Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Cercano Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $30M in Q2 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.