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

Elyxium Wealth’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	$7.2M	Buy	136,827 +23,243	+20%	+$1.22M	0.76%	31
2026 Q1	$5.93M	Buy	113,584 +10,557	+10%	+$557K	1.9%	13
2025 Q4	$5.4M	Buy	103,027 +42,163	+69%	+$2.21M	1.5%	17
2025 Q3	$3.18M	Buy	60,864 +10,128	+20%	+$522K	1.11%	26
2025 Q2	$2.61M	Buy	50,736 +20,076	+65%	+$1.02M	0.98%	27
2025 Q1	$1.58M	Buy	30,660 +24,674	+412%	+$1.28M	0.7%	35
2024 Q4	$310K	Buy	+5,986	New	+$313K	0.19%	73

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

Elyxium Wealth's MUNI Position: Q2 2026 in Review

Elyxium Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 20% in Q2 2026, buying an estimated $1.22M and bringing the position to 136,827 shares worth $7.2M. The position accounts for 0.76% of the portfolio, ranked #31.

Elyxium Wealth 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.

Elyxium Wealth held 136,827 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.2M as of Q2 2026.
Elyxium Wealth bought 23,243 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.22M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.76% of Elyxium Wealth's portfolio in Q2 2026, its #31 holding.
Elyxium Wealth 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 Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.