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

Continuum 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
2026 Q2	$24.8K	Sell	471 -3,932	-89%	-$206K	﹤0.01%	985
2026 Q1	$230K	Buy	4,403 +471	+12%	+$24.8K	0.02%	416
2025 Q4	$206K	Sell	3,932 -1,048	-21%	-$55K	0.02%	439
2025 Q3	$260K	Hold	4,980	–	–	0.03%	383
2025 Q2	$256K	Hold	4,980	–	–	0.03%	369
2025 Q1	$257K	Hold	4,980	–	–	0.03%	352
2024 Q4	$258K	Sell	4,980 -668	-12%	-$34.9K	0.03%	344
2024 Q3	$294K	Sell	5,648 -516	-8%	-$27.1K	0.04%	326
2024 Q2	$321K	Hold	6,164	–	–	0.05%	291
2024 Q1	$322K	Hold	6,164	–	–	0.05%	291
2023 Q4	$325K	Sell	6,164 -2,826	-31%	-$144K	0.05%	357
2023 Q3	$450K	Hold	8,990	–	–	0.07%	290
2023 Q2	$466K	Sell	8,990 -2,835	-24%	-$147K	0.07%	294
2023 Q1	$618K	Sell	11,825 -485	-4%	-$25.2K	0.1%	233
2022 Q4	$632K	Hold	12,310	–	–	0.11%	220
2022 Q3	$617K	Sell	12,310 -674	-5%	-$34.9K	0.11%	203
2022 Q2	$668K	Sell	12,984 -2,129	-14%	-$110K	0.12%	208
2022 Q1	$781K	Buy	15,113 +1,370	+10%	+$74.9K	0.15%	172
2021 Q4	$772K	Buy	13,743 +2,605	+23%	+$146K	0.17%	135
2021 Q3	$628K	Buy	11,138 +744	+7%	+$42.3K	0.17%	134
2021 Q2	$590K	Buy	+10,394	New	+$589K	0.18%	126

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

Continuum Advisory's MUNI Position: Q2 2026 in Review

Continuum Advisory reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 89% in Q2 2026, selling an estimated $206K and leaving 471 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Continuum Advisory first reported a position in MUNI in Q2 2021 and has held it in 21 quarters since. The position peaked at $781K in Q1 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Continuum Advisory held 471 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $24.8K as of Q2 2026.
Continuum Advisory sold 3,932 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $206K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #985 holding.
Continuum Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2021 and has held it in 21 quarters since.
Continuum Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $781K in Q1 2022.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.