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

Cerity 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 		$5.89M Buy
111,956
+2,091
+2% +$110K 0.01% 1015
2026
Q1 		$5.73M Sell
109,865
-100,967
-48% -$5.32M 0.01% 944
2025
Q4 		$11M Buy
210,832
+96,762
+85% +$5.08M 0.02% 600
2025
Q3 		$5.96M Sell
114,070
-49,278
-30% -$2.54M 0.01% 778
2025
Q2 		$8.39M Buy
163,348
+42,216
+35% +$2.15M 0.02% 601
2025
Q1 		$6.24M Buy
121,132
+138
+0.1% +$7.16K 0.01% 650
2024
Q4 		$6.26M Sell
120,994
-18,414
-13% -$962K 0.01% 633
2024
Q3 		$7.39M Buy
139,408
+20,669
+17% +$1.09M 0.02% 581
2024
Q2 		$6.18M Buy
118,739
+23,018
+24% +$1.2M 0.02% 547
2024
Q1 		$5.02M Buy
95,721
+564
+0.6% +$29.6K 0.01% 648
2023
Q4 		$5.04M Buy
95,157
+11,214
+13% +$571K 0.02% 537
2023
Q3 		$4.2M Buy
83,943
+7,595
+10% +$389K 0.02% 445
2023
Q2 		$3.96M Buy
76,348
+24,540
+47% +$1.27M 0.02% 551
2023
Q1 		$2.7M Buy
51,808
+23,117
+81% +$1.2M 0.01% 625
2022
Q4 		$1.48M Buy
28,691
+3,325
+13% +$169K 0.01% 592
2022
Q3 		$1.27M Buy
+25,366
New +$1.31M 0.02% 459

Other funds holding MUNI

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners's MUNI Position: Q2 2026 in Review

Cerity Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.9% in Q2 2026, buying an estimated $110K and bringing the position to 111,956 shares worth $5.89M. The position accounts for 0.01% of the portfolio, ranked #1015.

Cerity Partners first reported a position in MUNI in Q3 2022 and has held it in 16 quarters since. The position peaked at $11M in Q4 2025. 435 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Cerity Partners held 111,956 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5.89M as of Q2 2026.
  • Cerity Partners bought 2,091 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $110K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1015 holding.
  • Cerity Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • Cerity Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $11M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.