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

Fermata 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 		$5.39M Sell
102,533
-12,150
-11% -$636K 1.09% 26
2026
Q1 		$5.99M Sell
114,683
-1,393
-1% -$73.5K 1.35% 21
2025
Q4 		$6.08M Sell
116,076
-95
-0.1% -$4.99K 1.46% 19
2025
Q3 		$6.07M Sell
116,171
-2,940
-2% -$151K 1.54% 20
2025
Q2 		$6.12M Sell
119,111
-39,768
-25% -$2.03M 1.64% 15
2025
Q1 		$8.19M Sell
158,879
-1,663
-1% -$86.3K 1.48% 16
2024
Q4 		$8.3M Sell
160,542
-405
-0.3% -$21.2K 1.55% 13
2024
Q3 		$8.53M Sell
160,947
-362
-0.2% -$19K 1.73% 11
2024
Q2 		$8.4M Sell
161,309
-1,888
-1% -$98.1K 1.93% 9
2024
Q1 		$8.56M Sell
163,197
-7,108
-4% -$373K 1.93% 13
2023
Q4 		$8.99M Sell
170,305
-2,826
-2% -$144K 2.14% 12
2023
Q3 		$8.67M Buy
+173,131
New +$8.87M 2.44% 9
2023
Q2 		– Sell
-173,008
Closed -$9.04M – 95
2023
Q1 		$9.04M Sell
173,008
-4,033
-2% -$209K 5.46% 5
2022
Q4 		$9.1M Buy
177,041
+37,902
+27% +$1.92M 2.7% 7
2022
Q3 		$6.97M Buy
+139,139
New +$7.2M 2.27% 12

Other funds holding MUNI

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
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Fermata Advisors's MUNI Position: Q2 2026 in Review

Fermata Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 11% in Q2 2026, selling an estimated $636K and leaving 102,533 shares worth $5.39M. The position accounts for 1.09% of the portfolio, ranked #26.

Fermata Advisors first reported a position in MUNI in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.1M in Q4 2022. 81 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Fermata Advisors held 102,533 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5.39M as of Q2 2026.
  • Fermata Advisors sold 12,150 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $636K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.09% of Fermata Advisors's portfolio in Q2 2026, its #26 holding.
  • Fermata Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 15 quarters since.
  • Fermata Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $9.1M in Q4 2022.
  • 81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.