Diversified Portfolios Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Diversified Portfolios Inc’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	$2.81M	Buy	53,349 +48,411	+980%	+$2.54M	0.2%	67
2026 Q1	$258K	Buy	4,938 +935	+23%	+$49.3K	0.02%	159
2025 Q4	$210K	Buy	+4,003	New	+$210K	0.02%	179

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

Diversified Portfolios Inc's MUNI Position: Q2 2026 in Review

Diversified Portfolios Inc increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 980% in Q2 2026, buying an estimated $2.54M and bringing the position to 53,349 shares worth $2.81M. The position accounts for 0.2% of the portfolio, ranked #67.

Diversified Portfolios Inc first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Diversified Portfolios Inc held 53,349 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.81M as of Q2 2026.
Diversified Portfolios Inc bought 48,411 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.54M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.2% of Diversified Portfolios Inc's portfolio in Q2 2026, its #67 holding.
Diversified Portfolios Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.