Cetera Investment Advisers
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Cetera Investment Advisers’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Cetera Investment Advisers’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 		$44.9M Buy
852,784
+64,362
+8% +$3.37M 0.04% 441
2026
Q1 		$41.1M Buy
788,422
+53,626
+7% +$2.83M 0.04% 431
2025
Q4 		$38.5M Buy
734,796
+3,967
+0.5% +$208K 0.04% 424
2025
Q3 		$38.2M Buy
730,829
+124,996
+21% +$6.44M 0.04% 409
2025
Q2 		$31.1M Buy
605,833
+153,367
+34% +$7.83M 0.05% 367
2025
Q1 		$23.3M Buy
452,466
+41,484
+10% +$2.15M 0.05% 418
2024
Q4 		$21.3M Buy
410,982
+36,342
+10% +$1.9M 0.04% 406
2024
Q3 		$19.8M Buy
374,640
+40,358
+12% +$2.12M 0.04% 420
2024
Q2 		$17.4M Buy
334,282
+29,149
+10% +$1.51M 0.04% 436
2024
Q1 		$16M Buy
+305,133
New +$16M 0.04% 462
2023
Q4 		– Sell
-4,213
Closed -$211K – 2313
2023
Q3 		$211K Sell
4,213
-3,260
-44% -$167K ﹤0.01% 1958
2023
Q2 		$387K Buy
7,473
+3,607
+93% +$187K ﹤0.01% 1591
2023
Q1 		$202K Buy
+3,866
New +$201K ﹤0.01% 1947
2022
Q4 		– Sell
-4,100
Closed -$205K – 2151
2022
Q3 		$205K Sell
4,100
-1,598
-28% -$82.7K ﹤0.01% 1490
2022
Q2 		$293K Sell
5,698
-276
-5% -$14.3K ﹤0.01% 1432
2022
Q1 		$317K Buy
5,974
+1
+0% +$55 ﹤0.01% 1440
2021
Q4 		$336K Buy
5,973
+2
+0% +$112 ﹤0.01% 1425
2021
Q3 		$337K Buy
5,971
+278
+5% +$15.8K 0.01% 1361
2021
Q2 		$323K Buy
5,693
+1
+0% +$57 0.01% 1371
2021
Q1 		$320K Buy
+5,692
New +$322K 0.01% 1227
2018
Q4 		– Sell
-7,279
Closed -$382K – 491
2018
Q3 		$382K Buy
7,279
+190
+3% +$10K 0.06% 324
2018
Q2 		$375K Buy
7,089
+139
+2% +$7.32K 0.07% 291
2018
Q1 		$368K Buy
6,950
+800
+13% +$42.4K 0.07% 273
2017
Q4 		$330K Buy
6,150
+1,150
+23% +$61.7K 0.06% 306
2017
Q3 		$269K Sell
5,000
-1,500
-23% -$80.7K 0.06% 321
2017
Q2 		$348K Hold
6,500
– – 0.09% 283
2017
Q1 		$344K Sell
6,500
-3,000
-32% -$158K 0.1% 254
2016
Q4 		$498K Buy
+9,500
New +$507K 0.17% 165

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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

Cetera Investment Advisers's MUNI Position: Q2 2026 in Review

Cetera Investment Advisers increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8.2% in Q2 2026, buying an estimated $3.37M and bringing the position to 852,784 shares worth $44.9M. The position accounts for 0.04% of the portfolio, ranked #441.

Cetera Investment Advisers first reported a position in MUNI in Q4 2016 and has held it in 28 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Cetera Investment Advisers held 852,784 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $44.9M as of Q2 2026.
  • Cetera Investment Advisers bought 64,362 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.37M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #441 holding.
  • Cetera Investment Advisers first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2016 and has held it in 28 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.