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

Clearstead Advisors’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	$15.7M	Buy	297,598 +24,377	+9%	+$1.28M	0.15%	123
2026 Q1	$14.3M	Buy	273,221 +38,960	+17%	+$2.05M	0.13%	130
2025 Q4	$12.3M	Buy	234,261 +41,495	+22%	+$2.18M	0.15%	116
2025 Q3	$10.1M	Buy	192,766 +62,290	+48%	+$3.21M	0.13%	140
2025 Q2	$6.7M	Buy	130,476 +128,553	+6,685%	+$6.56M	0.09%	165
2025 Q1	$99.1K	Buy	1,923 +12	+0.6%	+$622	﹤0.01%	999
2024 Q4	$98.8K	Buy	1,911 +14	+0.7%	+$731	﹤0.01%	1033
2024 Q3	$101K	Buy	1,897 +13	+0.7%	+$683	﹤0.01%	1029
2024 Q2	$98.1K	Buy	1,884 +345	+22%	+$17.9K	﹤0.01%	1004
2024 Q1	$80.2K	Buy	+1,539	New	+$80.8K	﹤0.01%	647
2022 Q2	–	Sell	-30	Closed	-$2K	–	1383
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	1214
2021 Q4	$2K	Buy	+30	New	+$1.69K	﹤0.01%	1120

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

Clearstead Advisors's MUNI Position: Q2 2026 in Review

Clearstead Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8.9% in Q2 2026, buying an estimated $1.28M and bringing the position to 297,598 shares worth $15.7M. The position accounts for 0.15% of the portfolio, ranked #123.

Clearstead Advisors first reported a position in MUNI in Q4 2021 and has held it in 12 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Clearstead Advisors held 297,598 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $15.7M as of Q2 2026.
Clearstead Advisors bought 24,377 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.28M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.15% of Clearstead Advisors's portfolio in Q2 2026, its #123 holding.
Clearstead Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 12 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.