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

EverSource Wealth Advisors’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 		$30K Buy
+571
New +$29.9K ﹤0.01% 2148

Other funds holding MUNI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

EverSource Wealth Advisors's MUNI Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026: 571 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings.

276 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • EverSource Wealth Advisors held 571 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $30K as of Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new EverSource Wealth Advisors position in Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2148 holding.
  • 276 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.