CWA
MUNI icon

Consilium Wealth Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Consilium Wealth Advisory’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
2025
Q2 		– Sell
-3,920
Closed -$202K – 97
2025
Q1 		$202K Buy
+3,920
New +$203K 0.1% 87
2024
Q4 		– Sell
-3,790
Closed -$201K – 89
2024
Q3 		$201K Buy
+3,790
New +$199K 0.11% 87

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Consilium Wealth Advisory's MUNI Position: Q2 2025 in Review

Consilium Wealth Advisory sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2025, closing a stake of 3,920 shares — an estimated $202K sold.

Consilium Wealth Advisory first reported a position in MUNI in Q3 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2025. 359 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

  • Consilium Wealth Advisory reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 3,920 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $202K.
  • Consilium Wealth Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 2 quarters.
  • Consilium Wealth Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $202K in Q1 2025.
  • 359 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Consilium Wealth Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.