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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$299K Buy
+5,689
New +$298K 0.27% 75
2026
Q1
Sell
-5,597
Closed -$293K 120
2025
Q4
$293K Sell
5,597
-56
-1% -$2.94K 0.23% 106
2025
Q3
$296K Sell
5,653
-712
-11% -$36.7K 0.23% 98
2025
Q2
$327K Sell
6,365
-565
-8% -$28.8K 0.28% 90
2025
Q1
$357K Sell
6,930
-235
-3% -$12.2K 0.32% 81
2024
Q4
$371K Sell
7,165
-219
-3% -$11.4K 0.32% 79
2024
Q3
$391K Buy
7,384
+295
+4% +$15.5K 0.3% 76
2024
Q2
$369K Sell
7,089
-814
-10% -$42.3K 0.3% 76
2024
Q1
$415K Sell
7,903
-174
-2% -$9.14K 0.34% 74
2023
Q4
$426K Buy
+8,077
New +$411K 0.38% 68

Other funds holding MUNI

Clear Point Advisors's MUNI Position: Q2 2026 in Review

Clear Point Advisors opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026: 5,689 shares worth $299K. The stake represents 0.27% of the portfolio and ranks #75 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in MUNI as recently as Q4 2025.

Clear Point Advisors first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. The position peaked at $426K in Q4 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Clear Point Advisors held 5,689 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $299K as of Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Clear Point Advisors position in Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.27% of Clear Point Advisors's portfolio in Q2 2026, its #75 holding.
  • Clear Point Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
  • Clear Point Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $426K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.