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

Cyndeo Wealth Partners’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	$276K	Buy	5,250 +27	+0.5%	+$1.41K	0.01%	447
2026 Q1	$273K	Sell	5,223 -212	-4%	-$11.2K	0.01%	424
2025 Q4	$285K	Sell	5,435 -27,252	-83%	-$1.43M	0.02%	408
2025 Q3	$1.71M	Buy	32,687 +1,988	+6%	+$102K	0.1%	180
2025 Q2	$1.58M	Sell	30,699 -389	-1%	-$19.8K	0.09%	184
2025 Q1	$1.6M	Sell	31,088 -8,203	-21%	-$425K	0.11%	181
2024 Q4	$2.03M	Buy	39,291 +8,166	+26%	+$427K	0.14%	159
2024 Q3	$1.65M	Sell	31,125 -8,717	-22%	-$458K	0.12%	178
2024 Q2	$2.07M	Sell	39,842 -2,662	-6%	-$138K	0.16%	157
2024 Q1	$2.23M	Buy	42,504 +3,920	+10%	+$206K	0.19%	148
2023 Q4	$2.04M	Buy	38,584 +19,894	+106%	+$1.01M	0.19%	137
2023 Q3	$936K	Buy	+18,690	New	+$958K	0.1%	174

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

Cyndeo Wealth Partners's MUNI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.52% in Q2 2026, buying an estimated $1.41K and bringing the position to 5,250 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #447.

Cyndeo Wealth Partners first reported a position in MUNI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.23M in Q1 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Cyndeo Wealth Partners held 5,250 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $276K as of Q2 2026.
Cyndeo Wealth Partners bought 27 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.41K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #447 holding.
Cyndeo Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
Cyndeo Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.23M in Q1 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.