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

Envestnet Portfolio 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	$514K	Buy	9,770 +67	+0.7%	+$3.51K	﹤0.01%	977
2026 Q1	$506K	Sell	9,703 -372	-4%	-$19.6K	﹤0.01%	894
2025 Q4	$528K	Buy	10,075 +9	+0.1%	+$472	﹤0.01%	1033
2025 Q3	$526K	Buy	10,066 +290	+3%	+$14.9K	﹤0.01%	1005
2025 Q2	$502K	Buy	9,776 +1,524	+18%	+$77.8K	﹤0.01%	1096
2025 Q1	$425K	Sell	8,252 -2,380	-22%	-$123K	﹤0.01%	1121
2024 Q4	$550K	Buy	+10,632	New	+$555K	﹤0.01%	1196

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

Envestnet Portfolio Solutions's MUNI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.69% in Q2 2026, buying an estimated $3.51K and bringing the position to 9,770 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Envestnet Portfolio Solutions first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q4 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Envestnet Portfolio Solutions held 9,770 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $514K as of Q2 2026.
Envestnet Portfolio Solutions bought 67 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.51K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #977 holding.
Envestnet Portfolio Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $550K in Q4 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.