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Dynamic Advisor Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Dynamic Advisor Solutions’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 		$661K Sell
12,575
-7,344
-37% -$385K 0.02% 599
2026
Q1 		$1.04M Sell
19,919
-9,959
-33% -$525K 0.03% 453
2025
Q4 		$1.57M Buy
29,878
+5,307
+22% +$279K 0.05% 353
2025
Q3 		$1.28M Buy
24,571
+597
+2% +$30.8K 0.04% 411
2025
Q2 		$1.23M Buy
23,974
+2,390
+11% +$122K 0.04% 398
2025
Q1 		$1.11M Sell
21,584
-254
-1% -$13.2K 0.04% 394
2024
Q4 		$1.13M Sell
21,838
-133
-0.6% -$6.95K 0.05% 291
2024
Q3 		$1.16M Sell
21,971
-25,875
-54% -$1.36M 0.03% 416
2024
Q2 		$2.49M Sell
47,846
-2,806
-6% -$146K 0.08% 267
2024
Q1 		$2.66M Buy
50,652
+10,192
+25% +$535K 0.09% 263
2023
Q4 		$2.13M Buy
40,460
+18,204
+82% +$927K 0.08% 274
2023
Q3 		$1.11M Buy
22,256
+2,661
+14% +$136K 0.05% 333
2023
Q2 		$1.02M Sell
19,595
-822
-4% -$42.7K 0.05% 338
2023
Q1 		$1.07M Sell
20,417
-1,094
-5% -$56.8K 0.06% 304
2022
Q4 		$1.11M Buy
21,511
+1,004
+5% +$51K 0.08% 267
2022
Q3 		$1.03M Buy
20,507
+1,456
+8% +$75.3K 0.08% 244
2022
Q2 		$981K Sell
19,051
-222
-1% -$11.5K 0.08% 247
2022
Q1 		$1.02M Buy
19,273
+700
+4% +$38.3K 0.07% 259
2021
Q4 		$1.04M Buy
18,573
+1,261
+7% +$70.9K 0.07% 269
2021
Q3 		$976K Buy
17,312
+3,103
+22% +$176K 0.07% 292
2021
Q2 		$807K Buy
14,209
+7,032
+98% +$398K 0.06% 312
2021
Q1 		$403K Buy
7,177
+1,346
+23% +$76.2K 0.04% 430
2020
Q4 		$331K Buy
5,831
+1,505
+35% +$84.8K 0.03% 467
2020
Q3 		$243K Buy
+4,326
New +$243K 0.03% 482

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

Dynamic Advisor Solutions's MUNI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 37% in Q2 2026, selling an estimated $385K and leaving 12,575 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #599.

Dynamic Advisor Solutions first reported a position in MUNI in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.66M in Q1 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Dynamic Advisor Solutions held 12,575 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $661K as of Q2 2026.
  • Dynamic Advisor Solutions sold 7,344 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $385K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #599 holding.
  • Dynamic Advisor Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.66M 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 Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.