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

Certior Financial Group’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	$2.73M	Buy	51,965 +4,457	+9%	+$233K	1.5%	19
2026 Q1	$2.48M	Buy	47,508 +2,934	+7%	+$155K	1.58%	14
2025 Q4	$2.34M	Buy	44,574 +3,657	+9%	+$192K	1.58%	19
2025 Q3	$2.14M	Buy	40,917 +2,143	+6%	+$110K	1.42%	20
2025 Q2	$1.99M	Buy	38,774 +1,668	+4%	+$85.1K	1.49%	20
2025 Q1	$1.91M	Buy	37,106 +12,027	+48%	+$624K	1.55%	22
2024 Q4	$1.3M	Buy	+25,079	New	+$1.31M	1.12%	25

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

Certior Financial Group's MUNI Position: Q2 2026 in Review

Certior Financial Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.4% in Q2 2026, buying an estimated $233K and bringing the position to 51,965 shares worth $2.73M. The position accounts for 1.5% of the portfolio, ranked #19.

Certior Financial Group first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Certior Financial Group held 51,965 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.73M as of Q2 2026.
Certior Financial Group bought 4,457 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $233K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.5% of Certior Financial Group's portfolio in Q2 2026, its #19 holding.
Certior Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.