D.A. Davidson & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

D.A. Davidson & Co’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	$364K	Buy	6,921 +14	+0.2%	+$733	﹤0.01%	1314
2026 Q1	$360K	Buy	6,907 +664	+11%	+$35K	﹤0.01%	1288
2025 Q4	$327K	Sell	6,243 -48	-0.8%	-$2.52K	﹤0.01%	1285
2025 Q3	$329K	Buy	6,291 +634	+11%	+$32.7K	﹤0.01%	1276
2025 Q2	$291K	Sell	5,657 -167	-3%	-$8.52K	﹤0.01%	1224
2025 Q1	$300K	Sell	5,824 -63	-1%	-$3.27K	﹤0.01%	1202
2024 Q4	$305K	Buy	+5,887	New	+$308K	﹤0.01%	1199

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

D.A. Davidson & Co's MUNI Position: Q2 2026 in Review

D.A. Davidson & Co increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.2% in Q2 2026, buying an estimated $733 and bringing the position to 6,921 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

D.A. Davidson & Co first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

D.A. Davidson & Co held 6,921 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $364K as of Q2 2026.
D.A. Davidson & Co bought 14 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $733.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1314 holding.
D.A. Davidson & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.