Focus Partners Advisor Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Focus Partners Advisor 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	$1.5M	Sell	28,526 -36	-0.1%	-$1.89K	0.01%	435
2026 Q1	$1.49M	Buy	+28,562	New	+$1.51M	0.02%	437
2025 Q4	–	Sell	-27,937	Closed	-$1.46M	–	1206
2025 Q3	$1.46M	Hold	27,937	–	–	0.02%	408
2025 Q2	$1.43M	Sell	27,937 -4,050	-13%	-$207K	0.02%	351
2025 Q1	$1.65M	Sell	31,987 -1,534	-5%	-$79.6K	0.03%	285
2024 Q4	$1.73M	Buy	33,521 +28,015	+509%	+$1.46M	0.03%	244
2024 Q3	$292K	Buy	+5,506	New	+$289K	0.01%	582
2023 Q2	–	Sell	-8,304	Closed	-$434K	–	396
2023 Q1	$434K	Buy	8,304 +561	+7%	+$29.1K	0.03%	220
2022 Q4	$398K	Buy	+7,743	New	+$393K	0.03%	224

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

Focus Partners Advisor Solutions's MUNI Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.13% in Q2 2026, selling an estimated $1.89K and leaving 28,526 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #435.

Focus Partners Advisor Solutions first reported a position in MUNI in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.73M in Q4 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Focus Partners Advisor Solutions held 28,526 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.5M as of Q2 2026.
Focus Partners Advisor Solutions sold 36 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.89K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #435 holding.
Focus Partners Advisor Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 9 quarters since.
Focus Partners Advisor Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.73M 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 Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.