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

Financial Engines 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	$2.14M	Buy	40,598 +1,855	+5%	+$97.2K	﹤0.01%	236
2026 Q1	$2.02M	Buy	38,743 +1,074	+3%	+$56.6K	﹤0.01%	228
2025 Q4	$1.97M	Sell	37,669 -2,963	-7%	-$156K	﹤0.01%	241
2025 Q3	$2.12M	Buy	40,632 +2,338	+6%	+$120K	﹤0.01%	229
2025 Q2	$1.97M	Sell	38,294 -1,305	-3%	-$66.6K	﹤0.01%	221
2025 Q1	$2.04M	Sell	39,599 -6,091	-13%	-$316K	﹤0.01%	190
2024 Q4	$2.36M	Sell	45,690 -6,743	-13%	-$352K	0.01%	186
2024 Q3	$2.78M	Sell	52,433 -2,256	-4%	-$118K	0.01%	161
2024 Q2	$2.85M	Buy	54,689 +2,357	+5%	+$123K	0.01%	150
2024 Q1	$2.75M	Sell	52,332 -3,427	-6%	-$180K	0.01%	149
2023 Q4	$2.95M	Sell	55,759 -8,468	-13%	-$431K	0.01%	123
2023 Q3	$3.22M	Buy	64,227 +2,239	+4%	+$115K	0.01%	104
2023 Q2	$3.21M	Buy	61,988 +2,246	+4%	+$117K	0.01%	109
2023 Q1	$3.12M	Buy	59,742 +2,623	+5%	+$136K	0.01%	108
2022 Q4	$2.94M	Sell	57,119 -4,125	-7%	-$209K	0.01%	111
2022 Q3	$3.07M	Buy	61,244 +7,138	+13%	+$369K	0.01%	100
2022 Q2	$2.79M	Buy	+54,106	New	+$2.8M	0.01%	103

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 22.9% 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

Financial Engines Advisors's MUNI Position: Q2 2026 in Review

Financial Engines Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.8% in Q2 2026, buying an estimated $97.2K and bringing the position to 40,598 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Financial Engines Advisors first reported a position in MUNI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.22M in Q3 2023. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Financial Engines Advisors held 40,598 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.14M as of Q2 2026.
Financial Engines Advisors bought 1,855 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $97.2K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #236 holding.
Financial Engines Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
Financial Engines Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.22M in Q3 2023.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.