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

CreativeOne Wealth’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 		$2.76M Sell
52,468
-1,785
-3% -$93.5K 0.06% 298
2026
Q1 		$2.83M Buy
54,253
+13,472
+33% +$710K 0.07% 277
2025
Q4 		$2.14M Buy
40,781
+6,951
+21% +$365K 0.05% 325
2025
Q3 		$1.77M Sell
33,830
-7,372
-18% -$380K 0.04% 368
2025
Q2 		$2.12M Buy
41,202
+8,923
+28% +$455K 0.06% 332
2025
Q1 		$1.66M Buy
32,279
+2,977
+10% +$154K 0.05% 338
2024
Q4 		$1.52M Buy
29,302
+2,064
+8% +$108K 0.05% 352
2024
Q3 		$1.44M Sell
27,238
-19,148
-41% -$1.01M 0.05% 334
2024
Q2 		$2.42M Buy
46,386
+22,615
+95% +$1.18M 0.12% 168
2024
Q1 		$1.25M Buy
23,771
+12,931
+119% +$679K 0.05% 329
2023
Q4 		$572K Buy
10,840
+1,931
+22% +$98.3K 0.04% 340
2023
Q3 		$446K Sell
8,909
-4,763
-35% -$244K 0.03% 354
2023
Q2 		$709K Sell
13,672
-3,104
-19% -$161K 0.03% 394
2023
Q1 		$877K Buy
16,776
+3,986
+31% +$207K 0.04% 327
2022
Q4 		$657K Buy
12,790
+5,859
+85% +$297K 0.04% 363
2022
Q3 		$347K Buy
+6,931
New +$359K 0.02% 496

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth's MUNI Position: Q2 2026 in Review

CreativeOne Wealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.3% in Q2 2026, selling an estimated $93.5K and leaving 52,468 shares worth $2.76M. The position accounts for 0.06% of the portfolio, ranked #298.

CreativeOne Wealth first reported a position in MUNI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.83M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • CreativeOne Wealth held 52,468 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.76M as of Q2 2026.
  • CreativeOne Wealth sold 1,785 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $93.5K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of CreativeOne Wealth's portfolio in Q2 2026, its #298 holding.
  • CreativeOne Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • CreativeOne Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.83M in Q1 2026.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.