DHJJ Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

DHJJ Financial Advisors’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	$15.9K	Hold	302	–	–	﹤0.01%	567
2026 Q1	$15.8K	Hold	302	–	–	0.01%	558
2025 Q4	$15.8K	Hold	302	–	–	0.01%	527
2025 Q3	$15.8K	Hold	302	–	–	0.01%	509
2025 Q2	$15.5K	Hold	302	–	–	0.01%	502
2025 Q1	$15.6K	Hold	302	–	–	0.01%	459
2024 Q4	$15.6K	Hold	302	–	–	0.01%	448
2024 Q3	$16K	Hold	302	–	–	0.01%	434
2024 Q2	$15.7K	Buy	302 +300	+15,000%	+$15.6K	0.01%	402
2024 Q1	$105	Hold	2	–	–	﹤0.01%	774
2023 Q4	$106	Hold	2	–	–	﹤0.01%	765
2023 Q3	$101	Buy	+2	New	+$103	﹤0.01%	763

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 22.9% 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

DHJJ Financial Advisors's MUNI Position: Q2 2026 in Review

DHJJ Financial Advisors held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 302 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

DHJJ Financial Advisors first reported a position in MUNI in Q3 2023 and has held it in 12 quarters since. The position peaked at $16K in Q3 2024. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

DHJJ Financial Advisors held 302 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $15.9K as of Q2 2026.
DHJJ Financial Advisors left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #567 holding.
DHJJ Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $16K in Q3 2024.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.