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

Clear Investment Research’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	$735K	Buy	13,981 +1,542	+12%	+$80.8K	1.14%	25
2026 Q1	$649K	Buy	12,439 +9	+0.1%	+$475	1.02%	25
2025 Q4	$651K	Buy	12,430 +10	+0.1%	+$525	1.08%	25
2025 Q3	$649K	Buy	12,420 +3,589	+41%	+$185K	0.87%	27
2025 Q2	$454K	Buy	+8,831	New	+$451K	0.57%	36

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

Clear Investment Research's MUNI Position: Q2 2026 in Review

Clear Investment Research increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 12% in Q2 2026, buying an estimated $80.8K and bringing the position to 13,981 shares worth $735K. The position accounts for 1.14% of the portfolio, ranked #25.

Clear Investment Research first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Clear Investment Research held 13,981 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $735K as of Q2 2026.
Clear Investment Research bought 1,542 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $80.8K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.14% of Clear Investment Research's portfolio in Q2 2026, its #25 holding.
Clear Investment Research first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.