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

Equita Financial Network’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	$8.24M	Buy	156,738 +9,893	+7%	+$518K	2.29%	13
2026 Q1	$7.66M	Buy	146,845 +3,250	+2%	+$171K	2.41%	12
2025 Q4	$7.53M	Buy	143,595 +15,411	+12%	+$809K	2.27%	13
2025 Q3	$6.7M	Buy	128,184 +1,635	+1%	+$84.2K	2.27%	13
2025 Q2	$6.5M	Sell	126,549 -33,282	-21%	-$1.7M	2.59%	9
2025 Q1	$8.24M	Sell	159,831 -2,997	-2%	-$155K	2.88%	8
2024 Q4	$8.42M	Buy	162,828 +9,225	+6%	+$482K	3.04%	8
2024 Q3	$8.14M	Sell	153,603 -3,999	-3%	-$210K	2.97%	9
2024 Q2	$8.21M	Buy	157,602 +14,438	+10%	+$750K	3.43%	7
2024 Q1	$7.51M	Buy	143,164 +50,226	+54%	+$2.64M	3.37%	8
2023 Q4	$4.91M	Buy	92,938 +34,184	+58%	+$1.74M	2.62%	16
2023 Q3	$2.94M	Buy	+58,754	New	+$3.01M	1.81%	22

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

Equita Financial Network's MUNI Position: Q2 2026 in Review

Equita Financial Network increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.7% in Q2 2026, buying an estimated $518K and bringing the position to 156,738 shares worth $8.24M. The position accounts for 2.29% of the portfolio, ranked #13.

Equita Financial Network first reported a position in MUNI in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.42M in Q4 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Equita Financial Network held 156,738 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $8.24M as of Q2 2026.
Equita Financial Network bought 9,893 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $518K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.29% of Equita Financial Network's portfolio in Q2 2026, its #13 holding.
Equita Financial Network first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
Equita Financial Network's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $8.42M 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 Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.